401(k) Professional Advice
- Can I make an appointment to talk to someone?
- I want to use my 401(k) for another expense such as a down payment on my home. How can you help me with that?
- Do you rebalance for me?
- Why should I renew?
- What kinds of information do you need in order to provide the advice?
- What do I get with my subscription?
- Why can’t you manage my 401(k) for me?
- Why is this an annual subscription?
- Do you take into account Social Security?
- What happens if I withdraw early from my 401(k)?