Retirement Inventory Worksheet

Do you know what your retirement accounts are currently invested in?

When was the last time you actually looked at all of the stocks, bonds, funds and other assets in those accounts? If it was when you set up your 401k through your work, or started an IRA several years ago, it may be time to take an inventory of your investments.

The Retirement Inventory Worksheet helps you take a clear look at your holdings, so you can figure out if you need to rebalance your portfolio. Maybe the funds you originally chose have changed substantially over the years. Maybe you’ve opened new investment accounts and there’s significant overlap between all of your accounts now. Or maybe your life goals or timeline has changed and your investments don’t reflect your new plans.

Using this sheet will help you make more informed decisions about your investments, giving your retirement nest egg its best chance to grow. 

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