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The Top 401(k) FAQs In 2024

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Manage episode 438109242 series 2536305
Content provided by Lee Perkins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Perkins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We get a lot of questions about 401(k)s because they can be tricky to navigate. So, in today’s episode, we’re tackling some of the most frequently asked questions about 401(k)s. Tune in for a comprehensive breakdown of what they are, how they work, and how you can make the most of them!

We’ll cover everything from understanding company matches and target date funds to the pros and cons of 401(k) loans and rollovers into IRAs. This is a super informative conversation that you don’t want to miss!

Here’s what we discuss in today’s show:

  • Should I use company-provided 401(k) guidance?
  • Should I use target date funds?
  • When should I take money out of my 401(k) and roll it over into an IRA?
  • How should I adjust my 401(k) investments as I get closer to retirement?
  • Can I make catch-up contributions to the 401(k)? If so, when?

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

148 episoade

Artwork
iconDistribuie
 
Manage episode 438109242 series 2536305
Content provided by Lee Perkins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Perkins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We get a lot of questions about 401(k)s because they can be tricky to navigate. So, in today’s episode, we’re tackling some of the most frequently asked questions about 401(k)s. Tune in for a comprehensive breakdown of what they are, how they work, and how you can make the most of them!

We’ll cover everything from understanding company matches and target date funds to the pros and cons of 401(k) loans and rollovers into IRAs. This is a super informative conversation that you don’t want to miss!

Here’s what we discuss in today’s show:

  • Should I use company-provided 401(k) guidance?
  • Should I use target date funds?
  • When should I take money out of my 401(k) and roll it over into an IRA?
  • How should I adjust my 401(k) investments as I get closer to retirement?
  • Can I make catch-up contributions to the 401(k)? If so, when?

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

  continue reading

148 episoade

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