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Advice Center | |
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Advice Center Home | Revisit a Step | |
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| Step 2 of 6: Current Situation | It's OK to own company stock in a retirement plan, as long as you don't go overboard. | |||||
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Investment Balances | Job Information | Savings Plan | Other Investments | |||
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| Brokerage Account Notice | Your 457(b) account holds 5% in a brokerage account. Your brokerage account is 4% of your total portfolio. |
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| You have indicated that part of your retirement plan investments are directed to a brokerage account. We strongly recommend that you invest future plan contributions in the portfolio recommended by the Retirement Planner, so that you will have the most diversified possible investment mix for the long-term growth of your retirement assets. To learn more about the problems of investing your retirement plan in a brokerage account, click on the "Need More Help?" link. And to keep future contributions going to our recommended portfolio, choose "No" to the question below. | ||||||
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| Need More Help? | > | Why should I avoid allocating future contributions to my brokerage account? |
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| > | More Questions? | |||||
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Chat with us | E-mail Us | Our Methodology | Your Privacy © Morningstar Associates, LLC 2001 |
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