Frequently Asked Questions

What if my retirement plan isn't a 401(k)?

You can use our 401(k) Planner for other company-sponsored, self-directed retirement plans - anywhere you have a list of mutual funds to choose from. This includes 403(b) and SEP-IRA plans.

Why should I use the MAXadvisor 401(k) Planner?

Why should you let us choose the right mix of mutual funds for your 401(k)? Because the people behind MAXadvisor are the same people behind the award-winning MAXfunds.com, run by the same mutual fund experts that can be seen on national TV every week giving skilled fund advice. These are same analysts you've read about in hundreds of publications including the Wall Street Journal, Money, BusinessWeek, SmartMoney, Mutual Funds Magazine, Wired, TheStreet.com, the International Herald Tribune, the Los Angeles Times, the New York Times, and many others.

We've developed fund picking methods that work.

What should I do with the information in my plan?

You can take our fund choices and recommended allocations and enter them right into your 401(k) allocation worksheet provided by your plan administrator. Nothing could be easier! It's like having a mutual fund expert at your desk helping you make difficult investment choices!

What about my stocks?

MAXadvisor's 401(k) Planner is designed to help you build a portfolio of winning mutual funds. We don't currently offer any allocation recommendations for individual stocks or bonds.

Is your work guaranteed?

If you are not satisfied with your MAXadvisor 401(k) Plan for any reason, let us know. Tell us why you aren't happy with your plan, and we'll issue you a full refund.

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