• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 15. Invest to Win and Avoid the ... > Implementation in the Real World

Implementation in the Real World

You, like Kevin and Kali, are probably facing a similar situation in that much of your investment wealth is in your retirement plan from work. Kevin and Kali cannot fully implement an index mutual fund or ETF strategy because those options are not available to them in their 401(k) plans. Therefore, they must implement their optimum asset allocation within the choices that are available to them.

Employer-sponsored retirement plans have several choices of investments. Most operate through mutual funds. You probably have some type of money market fund and bond mutual fund in your plan. In addition, you probably have several stock mutual funds. Here are some tips on choosing funds in your plan.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint