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72: How to Maximize Your 401K Benefits
Manage episode 461262336 series 3371673
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This episode dives deep into understanding your 401K and retirement options through employers, emphasizing the importance of maximizing contributions, especially around employer matches. Key topics include auto-enrollment processes, investment options, Roth vs. pre-tax contributions, and what to do when changing jobs or needing to access funds.
• Importance of understanding employer matches
• Differences in auto enrollment versus manual enrollment
• Contribution percentages and how to adjust them
• Vesting periods and their impact on your retirement savings
• How to choose investments within your 401k
• Exploration of pre-tax and Roth contributions
• Loan and hardship withdrawal options
• Considerations when leaving an employer and rolling over your 401k
• Guiding principles on retirement planning and strategy
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Розділи
1. Maximizing Your Employer Retirement Plan (00:00:00)
2. Maximizing 401k Investment Options (00:08:09)
3. Planning Your Retirement Savings Contributions (00:14:14)
4. Understanding Access and Rollover Options (00:21:12)
5. Maximizing Financial Education and Resources (00:29:25)
86 епізодів
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