Retirement Quick Tips with Ashley

How To Get The Most Benefit From Your 401k Plan | Weekly Recap


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It’s Sunday, which means...It’s recap time! 

The theme for this week was How To Get The Most Benefit From Your 401k Plan.

Here’s what we covered in each episode this week: 

  • Are You Really Maximizing Your 401k Contribution? And how to check on the maximum contribution each year and ensure you’re on target to max out if you intend to and can afford to maximize your contribution
  • Don’t Make The Mistake of Missing Out On The Roth 401k
  • Commit Your 401k Match Formula To Memory - Too many people don’t know what to do to maximize their employer’s match, so know your employer’s match like the back of your hand
  • Consolidating Old 401ks To Your Current 401k - too many people don’t know they can move old IRAs and 401ks to their current 401k plan, but it’s a nice feature to consolidate and simplify your investments...and your life!
  • And lastly, I talked about when you might want to consider an in-service rollover while you’re still working

Hopefully after listening to the One Minute Retirement Tip this week, you feel more confident about your ability to maximize all the benefits your 401k plan offers! 

Tomorrow we’re starting a brand new theme: Time For A Financial Check up! I’ll discuss how you can assess your current financial situation objectively and what questions you should be asking yourself about: your assets, liabilities, income, expenses, risk, and your estate.

And if you haven’t checked out my YouTube channel - True North Retirement - head over to YouTube and subscribe. I post a new video on Sundays, and each video is aimed at helping you live a fulfilled and financially secure retirement. I just hit 500 subscribers, which is still teeny tiny, but very exciting...so if you’re enjoying the podcast, I know you’ll love the YouTube videos as well.

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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>>> Subscribe on iTunes: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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