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Step 2: Review Your Investments

As your circumstances in life change, review your asset allocation model for any needed adjustments.

When comparing asset allocation strategies to your personal financial situation, you should consider your time frame and all of your personal investments, in addition to your retirement assets and risk-tolerance level. For example, you may want to consider reducing your portfolio's exposure to risk as you approach retirement and need to begin planning a post-retirement budget.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Next Steps

Call one of our Specialists at 1-800-359-3379.
  • Clarify your minimum distribution requirements.
  • Arrange a consolidated view of your portfolio for easier management.
  • Discuss any concerns regarding Social Security, estate planning, taxes, healthcare and more.

Specialists are available Monday through Friday, 7 a.m. to 7 p.m. CT.

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