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Identifying an investment strategy

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identifying an investment strategy

1. Identifying an investment strategy

2. Other retirement assets

3. Your age & your strategy

4. Your future needs

5. Your risk tolerance

6. Your tax bracket

7. Allocating for retirement

8. Reallocating your portfolio

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Identifying an investment strategy

Before you begin to build your investment portfolio, it’s important to identify an investment strategy that’s designed to help you meet your financial goals. Choosing your strategy begins by looking at five key factors:

Your other retirement assets

Your age

Your future income needs

Your tolerance for risk

Your current tax bracket

Identifying your investment strategy begins with identifying how much income you’ll need for retirement. Many financial services sites provide retirement planning calculators to help you figure out how much money you’ll need. Check your mutual fund company, bank, broker, or insurance company, or a site that specializes in 401(k)s for help.