Having retirement accounts in multiple places can make it harder to know where you stand with your overall investment risk, which is an important component of reaching your retirement savings goal successfully. The purpose of the risk assessment is to evaluate and highlight the overall risk of your retirement savings, including both your accounts held at Betterment and any external retirement accounts you have synced into the goal, so that you know where you stand.
You should review the allocation breakdown of the stocks and bonds we’re presenting for each external retirement account by clicking on “Portfolio Analysis” within your Retirement Goal. Suspect your allocation may be incorrect?
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