Before you sign-up for OregonSaves...

July 6, 2017

Hi. I'm a fee-only financial advisor and a fiduciary to my clients. 

 

However you came across this, if you are investigating whether or not to contribute to a state-run retirement account, do your research.  

  • Consider if you should opt-out.

  • If you need a comparison, contact a local advisor or advisor over the web and many will provide far more services at a price in the neighborhood of these plans. 

The current plan (as of 7/6/17) charges excessive fees to own the types of investments that it provides. 

 

You can invest in your own Roth IRA at many first with low regular contributions, more diversification, and more assistance for your long-term planning. 

 

OregonSaves is a Roth IRA that competes with fiduciary financial advisors, provides no financial advice, and has a high cost for a mutual fund account.  

 

For more information read my blog on the OregonSaves plan at Forbes and then speak to a fiduciary financial advisor who can first determine how much to save, if you should invest, and who can create a personalized plan for your portfolio. 

 

 

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