Smart Money Questions

We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions. Check out the full show notes by clicking here.----more---- Today's rundown:  0:35 – Introducing today’s topic. 2:30 – Understanding where we’re putting our money in a company plan. 3:15 – Ask if your company has a Roth 401(k) option.   4:41 – First thing we’re taking a look at.   4:57 – How Matt is investing right now based on current tax code.  5:21 – The difference in a Roth IRA vs Roth 401(k) 6:34 – Second thing to check: what allocation options are available to you and what are you currently in. Is your risk level where it should be? 7:46 – Next item: Is it time to rebalance the portfolio? 9:15 – Next item: What is your tax return going to look like at this point? 11:05 – Another thing: Is there opportunity for Roth conversion