Recent studies show how Professional Account Management may improve your annual 401(k) account performance by 3% or more*
Your Calculated Account Balance:
Your Estimated Account Balance with
Do You See the Potential with 401(k) Maneuver? Would this extra money improve your retirement?
Your Estimated Monthly 401(k) Maneuver Cost:
The calculations above do not include your future salary deferrals and employer contributions. With these added, the difference with professional help could be much, much larger! The monthly charge is adjusted quarterly based on your quarter end account balance.
*For this calculation, the interest rate entered above under “Enter Interest Rate (%):” is increased by 3. The resulting calculation shows the potential increase in account value if the account averaged 3% more per year. The increase of 3% is based on the references available by clicking the Study 1 and Study 2 links below. Projections are based on assumptions that may not come to pass. Returns do not reflect the performance of any advisory client. No current or prospective client should assume that professional help will increase performance by 3%, or assume future performance of any specific investment or strategy will be profitable. All investment strategies have the potential for profit or loss. See referenced studies by clicking Study 1 or Study 2 .
“Retirement is a once in a lifetime event. You better get it right.”
Robert Shiller - Nobel Prize Winner, Yale University
401(k) Maneuver™ is offered by Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Royal Fund Management, LLC, is not affiliated with or endorsed by NASDAQ.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Projections are based on assumptions that may not come to pass.
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