You've put a lot of time and hard work into building your IRA retirement portfolio and creating just the right asset allocation strategy. But no matter how carefully you plan, market volatility can drastically change your portfolio's investment mix. Please note that rebalancing does not assure a profit or protect against loss in a declining market.
To help keep your portfolio on track, T. Rowe Price offers automatic asset rebalancing for your IRA(s) designed with these features and benefits:
- Low-Asset Minimum—To qualify for this convenient quarterly service, all you need is an IRA balance of $10,000 or more at T. Rowe Price.
- No Cost, High Value—Our free rebalancing service offers you a convenient way to keep your retirement portfolio on track, regardless of market fluctuations.
- Automatic Rebalancing—Once you select the appropriate mix of funds for your investment approach, we will automatically rebalance your assets every quarter.
- Timely Update—Any changes you make on or before the 20th of the last month of the quarter will be included in that quarter's rebalancing.
Don't let market swings disrupt your retirement portfolio strategy.