Big Picture Investing: Reaching Your Financial Goals

Provided by: T Rowe Price
Topic: Software
Format: PDF
A holistic assessment of your financial accounts provides an opportunity to determine whether your investments are aligned with your goals. When it comes to investing, a typical household might accumulate a large number of accounts, often distributing them among various financial institutions. For example, retirement savings may be divided among 401(k)s from multiple employers - both past and present - as well as one or more Roth, Traditional, or Simplified Employee Pension (SEP) individual retirement accounts (IRAs). Non retirement holdings could include accounts held at mutual fund companies or brokerage firms as well as banks.

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