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Chapter 4. No Plan Is an Island > How Should You Invest Your Qualified Plan Mon...

How Should You Invest Your Qualified Plan Money?

Once you have made your decision and committed to saving through a qualified retirement plan or an individual retirement plan, your next task is to choose the investments that go into the plan. If you're investing through a company-sponsored plan, your investment choices will be limited to those offered through the plan. If you're investing in an individual plan like an IRA, you control where the investments are made, subject to some limitations that are truly there to protect your interests.

Any dollar you invest needs to be coordinated with other dollars and invested based on a number of parameters. The fact that a dollar is a tax-deferred dollar does make a difference, but it is just one of many factors to take into consideration. When you look at any asset that will not be utilized for a long period of time, you should allow yourself to take greater investment risk. In Chapters 711, you will learn all about the various investment products that are available to you, and in Chapter 12, you'll learn how to put them into a cohesive plan.


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