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Investment Methods

Prairie Eco-Thrifter

This was prior to internet days, so he had stacks and stacks of Wall Street Journals in his closet and did most of the charting by hand (although he was trying to learn the Basic programming language to do his charts on a very early computer.) Instead, they had to be sold within the 401K and the proceeds reinvested in the IRA.

401K 100
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How Long Should You Keep Financial Documents

Family Balance Sheet

Any bills for big purchases like jewelry, appliances, computers, etc, should be kept permanently for insurance and warranty purposes. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Do you have a method for filing your financial records that works well for you?

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401(k) Calculator: Calculate Your Match & Future Balance

Savings Corner

In the Basic fields, you can adjust your contribution amount (based on a percentage of your income), as well as employer contributions, your planned retirement age and your expected rate of return. A well-diversified portfolio might include assets such as stocks, bonds, exchange-traded funds and mutual funds.