A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode.
A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode.
On top of 401(k) questions, we take some time to get to know Frank a little better and open up the listener mailbag. This week, Russell asks whether he should allocate all of his retirement savings to a Roth account due to his concern about rising taxes in the future. There’s something for everyone in today’s show, so tune in and perhaps some of your questions will be answered!
Here’s some of what we discuss in this episode:
0:00 – Intro
3:37 – Work plan offers 401(k) advice for a fee
5:45 – Rollover into IRA
8:32 – Adjusting investments approaching retirement
10:54 – What if I change jobs?
13:08 – Getting to know Frank
14:54 – Listener question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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