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Guideline & retirement basics
Security, account access, & investments
37 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 is an investment portfolio?
What are investment fees?
What is a mutual fund?
Tips for keeping your retirement account beneficiaries up to date
I heard the economy is bad right now – why should I invest?
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
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 ID?
Are my Guideline 401(k) assets protected?
Two-factor authentication (2FA) troubleshooting tips
How is my portfolio performing?
Understanding Guideline's managed portfolios
How to create a custom portfolio
What to consider when building a custom portfolio
What is portfolio rebalancing?
Guideline’s investment principles
When will my portfolio change take effect?
Why does VMFXX show up as an investment in my portfolio?
What investment options does Guideline offer?