At least once a year, it’s good practice to rebalance your 401(k), 403(b), or other employer retirement accounts. Here’s how to do it.
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► Vanguard Risk Tolerance Questionnaire:
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Want to run retirement numbers for yourself?
Download this spreadsheet:
► On Track for Retirement Spreadsheet
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Timestamps
0:00 - How to rebalance your 401(k)
0:21 - What is rebalancing?
1:25 - How to make adjustments
2:37 - How should you invest?
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To learn more, visit our website:
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--- About Patrick King CFP® ---
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.
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