When it comes to investing your retirement plan balance, it’s important to think about your investment objectives and tolerance for risk. The below questionnaire can help you determine your investment objectives and risk tolerance. Based on your responses, you’ll see sample asset allocation portfolios that may be suitable for you. Since your financial goals and objectives may change over time, complete the questionnaire as often as you like to illustrate how changes to your objectives and risk tolerance may illustrate a new asset allocating strategy. This questionnaire is for illustrative purposes only and does not serve as investment advise.
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