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10 Reasons You Might Need a Retirement Planner


10 Reasons You Might Need a Retirement Planner

A retirement planner can help you navigate the world of saving and investing for retirement and can also provide services such as insurance and estate-planning advice. But do you really need one, or are you capable of doing a good job of planning for retirement by yourself?

Here's a list of 10 things that can help you determine if contacting a retirement planner might be a smart idea for you.

When you retire or leave a job, you have several options when it comes to your 401(k) or other employer-sponsored retirement plans. You could leave your money in the plan and withdraw it as needed. Or you could decide to roll it into an IRA to take advantage of the broad assortment of investment options available. Based on your goals, as well as your 401(k)'s investment options, a retirement planner can help evaluate the best move for you.

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Source: Fool.com


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