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Sources:
1. Northwestern Mutual study
2. Value of a Gamma-Efficient Portfolio (2017), Morningstar Investment Management.
3. The Return on Advice (2016), Envestnet, Capital Sigma.
4. Value of a Financial Advisor Study (2017), Russell Investments.
5. Advisor Value (2014), Voya Retirement Research Institute.

6. Journal of Retirement Study
7. Vanguard (2019), Putting a Value on Your Value

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True or False

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5. Skipping 1 year of 401(k) contributions is a huge deal

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TRUE

6. You can’t grow your savings without an investment or retirement account

7. You should start withdrawing from your 401(k) and IRA before RMDs kick in

8. Maxing out retirement contributions lowers your tax burden

9. There’s a simple way to find a qualified financial advisor who will work in your best interest

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FALSE

TRUE

FALSE

TRUE

FALSE

TRUE

FALSE

TRUE

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TRUE

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