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Self-Directed
Brokerage Account
Nearly 50% of all 401k plans in the US have a little-known provision called SDBA or Self-Directed Brokerage Account, allowing plan participants to utilize an independent advisor to manage their 401k accounts during their working years. Studies have shown that individuals receiving professional advice on investments in their retirement accounts will average 1% - 3% higher returns each year.
This could result in HUNDREDS OF THOUSANDS more in retirement savings over a typical 30-year career!
Most Americans are focused on their area of expertise, and don’t have the time to become experts in retirement account investing. Now there is an easy way for many plan participants to hire an outside investment manager to do that for them.
Talk to one of our advisors today to see if your company’s plan allows for this SDBA provision. If so, we would welcome the opportunity to help you professionally manage your retirement assets and give you the potential for a bigger nest egg in retirement.
