Lori, you and your husband might want to meet with the Fidelity advisor for your husband’s current 401K account with the company. Then, give some thought to doing 100% the opposite of whatever he or she advises. That worked for me – big time. Also, Jan’s comments to your question are very valid. I agree with him/her. Sean’s investing system is the best when it comes to maximizing returns while keeping risks as low as possible (value investing). It will take some time to learn but believe me, your time will not be better spent doing anything else (well, maybe except for family time).
Reply To: 401 KJoeCPA2021-01-13T16:13:03-06:00