Outline:

• What's the difference between a 401k and IRA (back to the buckets and post it's!)

• Using a roboadvisor to set up your first IRA, with no investment experience necessary!

• A smattering of recommended roboadvisors to get you started

How do I set up an IRA if my company doesn’t offer a 401k or I’m self-employed?

What’s a Roboadvisor?

• Combination of human investment analysts and algorithms to put together fully diversified portfolio models

• Portfolios are a mix of different funds - mostly low cost index funds and ETF’s

• You pay a small management fee for them to create and maintain portofolio

• Every dollar you put in is automatically invested

• No investment experience necessary!