Investing for Retirement

Wondering when you will be able to retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during retirement, when to begin taking social security payments, taxes, inflation, and other financial goals you may have.

To prudently manage your investments, we begin by getting to know you. Together, we review your overall financial landscape. We discuss your existing investments and other assets, your near-term spending needs, and your long-term financial goals. These conversations allow us to develop a retirement investment plan that is suited to you. Set up a free consultation with a One Day In July advisor today to get started. Advisors at One Day In July are fiduciaries on all accounts, for all clients.

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401k to IRA Rollover

By Financial Advisor Hans Smith

After leaving a job, you have the option to complete a "direct rollover" of your workplace 401k or 403b into an Individual Retirement Account (IRA).

Pension to IRA Rollover

By Financial Advisor Hans Smith

Should you take the lump-sum pension payout option and transfer the assets from a pension to an IRA?

Retirement Planning

Retirement Planning & Investing

Focusing on the whole picture is always our philosophy, and retirement is no exception to this rule, even in the face of anxiety over the markets or your future.

401k Hidden Fees: What Every Employee Should Know

By Financial Advisor Peter Egolf

401k plans have been a captive source for the financial industry to extract fees from American workers.

401k & 403b Plans

Contact us for a free comparison.

Low advisory fees. Low record keeping fees. Low fund fees. We work only for you, driving fees down.

Workplace 401k Selections

By Financial Advisor Hans Smith

More often than not, 401k and 403b plans default employee contributions into target dated investment funds. These funds may not be the ideal investment choice for many investors.

Get Started Today.

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Investing with Low Cost Index Funds
Pay Yourself First
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Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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Vergennes, VT 05491

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Chesterbrook, PA 19087

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Burlington, VT 05401

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Rutland, VT 05701

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