401k/403b Self-Directed Brokerage Account Option
Prudent investment decisions within your retirement account are critically important since the funds you accumulate during your working years may need to support you through 30 years or more in retirement. Your employer-sponsored qualified retirement plan may offer you the option to open an SBDA, which may provide you with:
- Access to a wider range of investment options, offering greater diversification opportunities, and the potential for higher returns.
- The option to have a professional money manager monitor and maintain your portfolio.
- A portfolio that is managed according to your customized risk budget, which takes into account your risk tolerance, investment objectives, and investing time horizon.