Dan Ostrov's Financial advice for 401(k) investing


  1. When you start work, you'll need to start investing in your 401(k). Here's a PowerPoint presentation with some advice for how to invest showing, surprisingly, that the most lucrative methods of investing also happen to be among the most simple and least time consuming.

  2. To predict how much money you will have in retirement or to compare the effects of two different financial scenarios on the money you'll have when you retire, you can use this "until retirement" Excel spreadsheet. To predict how much money you'll have after retiring or to compare the effects of two different financial scenarios on how much money you'll have after you retire, you can use this "after retirement" Excel spreadsheet.

  3. How important are index funds to successful retirement investing? Extremely. Check out the second half of this recent Frontline from PBS (the first half is great too) or this report on individual investing from NPR or this NPR report on your company 401(k) offerings. Finally, Ron Lieber goes as far as to argue in his New York Times column that companies should actually be sued for not offering index funds in their 401(k) plan offerings here.