Guideline & retirement basics
Security, account access, & investments
38 articles
What's the difference between a standard 401(k) and an IRA?
When should I start saving for retirement?
Will social security be enough for retirement?
What are investment fees?
What is a mutual fund?
Tips for keeping your retirement account beneficiaries up to date
What is dollar-cost averaging?
How direct and indirect rollovers work?
Why marital status matters when designating a beneficiary
ERDs vs. NERDs: allowable rollover distributions and withholding requirements
What is a qualified distribution from a Roth 401(k) or IRA?
When to consider increasing your retirement contribution rate
What’s the difference between a Roth 401(k) vs. Roth IRA
How do I reset my password?
How do I set up two-factor authentication (2FA)?
What Guideline does to keep accounts secure
Why is my email address not being recognized during login?
How do I opt out of the sale of my personal information?
Where can I find my Guideline account number?
Are my Guideline 401(k) assets protected?
Two-factor authentication (2FA) troubleshooting tips
How to keep your Guideline account secure
Why does my bank account not match the information I entered into Guideline?
Understanding Guideline's managed portfolios
What to consider when building a custom portfolio
How to create a custom portfolio
How long does it take for portfolio changes to apply?
Guideline’s investment principles
What is portfolio rebalancing?
How is my portfolio performing?
Why does VMFXX show up as an investment in my portfolio?
What investment options does Guideline offer?