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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

MASTERPLAN 101

Get Educated on Your Investments
MASTERPLAN 101 will acquaint you with the basics of the investment world. Each month, a new lesson will be released featuring the most commonly used financial topics and themes. Available at no-cost and no-obligation.
MASTERPLAN 101 | Lesson 3
INDIVIDUAL RETIREMENT ACCOUNT: The name says it all
$9.2 TRILLION of assets were in IRAs at the close of 2017. Nearly 44 million U.S. households invest for their futures using IRAs. More than 80% of those same households also have assets in defined-contribution employer-sponsored retirement plans or are covered by defined-benefit pension plans. YOU are eligible to make an IRA part of your personal retirement income strategy TOO!
MASTERPLAN 101 | Lesson 2
MUTUAL FUNDS: AN INVESTOR FAVORITE
In 1924, the first modern mutual fund stepped onto the financial scene. In one year, its assets grew from $50,000 to $392,000. By the start of 2018, 9,886 U.S. mutual funds had assets totaling $19 trillion and 95 million U.S. retail investors. What could bring about that kind of growth?
MASTERPLAN 101 | Lesson 1
STOCKS, BONDS, CASH: THE BASIC ASSET CLASSES
What’s your most important financial goal – the one you think about the most? A comfortable retirement? Pick up a financial magazine, and you’ll find most articles and ads are focused on precisely that topic.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.