MyPlanIQ 0.0.0.2 CRX for Chrome

MyPlanIQ is the only online application and information portal for retirement investing and retirement issues. Its mission is to empower Millions of Americans with Comprehensive, Independent and Effective Tools and Information for Their (Retirement) Investments. It provides the following unique values: 1. Modern Portfolio Theory based Strategic Asset Allocation model portfolios tailored to thousands of retirement (401k, 403b, IRA) plans, variable annuity plans, college savings 529 plans and brokerage specific plans. Users can further tailor their portfolios based on personal risk profiles. Asset allocation templates based on Gurus such as Yale Endowment Manager David Swensen, Aronson Family and Harry Browne’s permanent portfolios can be further customized to specific plans. Monthly re-rebalance emails enable investors to stay on course. All of these are free. 2. Tactical Asset Allocation (TAA) model portfolios tailored to a specific plan are provided. The strategy is has been used by wealth and institutional managers. It navigates through market cycles and avoids big loss during market downturn. Users pay low premium fee to access to TAA model portfolios real time. 3. Comprehensive retirement plans (401K etc.) coverage and their investment plan ratings: for the first time, retirement plan (401K, 403b etc.) participants can find their plans’ investment related information including how well the fund choices are and how diversified assets they cover. Participants can utilize the plan ratings to help decide how to rollover 401K/IRAs. For IRAs and taxable investments, MyPlanIQ pioneers in providing ETF/mutual fund plans tailored to brokerages too (for IRA and taxable). 4. Easy to use: users generate their plan specific model portfolios within minutes. Mirroring actual investment accounts with model portfolios followed. View historical portfolio performance, risk and compare with other portfolios/benchmarks and funds easily. 5. Retirement investing education with emphasis on process and consistency: we provide regular updates on retirement plan reviews and their ratings, simple but diversified asset allocation portfolios education, major asset reviews, ETFs and mutual funds in asset allocation and financial planning education.