Soon, you’re going to begin your life after Valero.
You may be wondering “What should I do about my account in the Thrift Plan, also known as a 401k plan ?”
Does it need to be more conservative?
Should I go to cash?
How about selling all the employer’s company stock and diversifying into mutual funds?
Oh wow! What happens to the loan I took on my account?
These are all common questions we hear from Valero employees preparing for retirement. So, we’ve put together this video to help you understand our opinions on what to do with your 401k account before you begin your life after Valero.
Our clients tend to enjoy many years pursuing their own goals after leaving the refinery.
Which brings us to the first issue, should you make the portfolio more conservative, maybe even move all the investments out of the stock market and into bonds, or cash?
As with all investment decisions, each person’s situation is unique, but as a guiding principle, remember that
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