Why you should connect your Financial Institution

From the 401K Optimizer Team,

Greetings, we first want to wish that you and your family are safe and taking the necessary health precautions to combat the Corona virus.

 

This article was created so that you can have a better experience while using the 401K Optimizer. We will discuss the benefits of connecting your financial institution to your Optimizer account, how to do it, and why this will ultimately help you with managing your retirement account.

 

 

 

 

 

Market Returns: All data is indicative of total return which includes capital gain/loss and reinvested dividends for noted period. Index data sources; MSCI, DJ-UBSCI, WTI, IDC, S&P. The information provided is believed to be reliable, but its accuracy or completeness is not warranted. This material is not intended as an offer or solicitation for the purchase or sale of any stock, bond, mutual fund, or any other financial instrument. The views and strategies discussed herein may not be appropriate and/or suitable for all investors. This material is meant solely for informational purposes, and is not intended to suffice as any type of accounting, legal, tax, or estate planning advice. Any and all forecasts mentioned are for illustrative purposes only and should not be interpreted as investment recommendations.