#1 Rebalance with an eye toward your job and tax efficiency.
#2 Consider a Roth IRA converstion.
#3 Contribute the maximum amount in your 401k plan.
#4 Set up installment plans for your Roth IRA if you can’t pay all up front.
#5 Keep track of all of your accounts.
#6 Review your Summary Plan Description.
#7 Look into in-service distributions.
#8 Check your beneficiary designations.
Heed these 8 tips to keep your retirement plan on track for the year ahead. If you are in an employer-sponsored plan, stay informed. Anyone participating in an employer’s plan should take advantage of any investment information provided for the plan- investment seminars or just information sessions. You can not have too much information about how your retirement assets are invested.
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