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What’s Changed In 401(k)s Over The Last Decade
Ten years ago, 60 Minutes interviewed financial planner Brooks Hamilton who raised concerns about the quality of mutual funds in 401(k) plans. Recently the clip has seen new life online with many asking, “Have things improved since then?”
In this episode, Frank and Frankie break down some key changes in 401(k) plans, including the rise of Roth 401(k) options and their potential benefits for tax-free retirement income. They emphasize the significance of employer matches and discuss strategies for minimizing taxes on your retirement savings.
Learn about the advantages of in-service distributions once you reach age 59½ and how doing them might expand your investment options. Learn about the pitfalls of certain target retirement funds and explore alternatives for a balanced portfolio.
If you're looking to boost your retirement savings, minimize taxes, and secure your financial future, visit A Better Way Financial.com to start the conversation about your retirement plan today.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
#ABetterWayFinancial #RetirementSavings #FinancialPlanning #BabyBoomers #Retirement #RiskTolerance #PortfolioDiversification #60Minutes #401k #401kPlans #RetirementPlanning #Roth401k #TaxStrategies #MutualFunds #TargetRetirementFunds #InServiceDistributions #RetirementIncome #PortfolioOptimization #MarketDownturns #FinancialFuture #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #Allentown #Pennsylvania
See omnystudio.com/listener for privacy information.
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By Frank and Frankie GuidaTen years ago, 60 Minutes interviewed financial planner Brooks Hamilton who raised concerns about the quality of mutual funds in 401(k) plans. Recently the clip has seen new life online with many asking, “Have things improved since then?”
In this episode, Frank and Frankie break down some key changes in 401(k) plans, including the rise of Roth 401(k) options and their potential benefits for tax-free retirement income. They emphasize the significance of employer matches and discuss strategies for minimizing taxes on your retirement savings.
Learn about the advantages of in-service distributions once you reach age 59½ and how doing them might expand your investment options. Learn about the pitfalls of certain target retirement funds and explore alternatives for a balanced portfolio.
If you're looking to boost your retirement savings, minimize taxes, and secure your financial future, visit A Better Way Financial.com to start the conversation about your retirement plan today.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
#ABetterWayFinancial #RetirementSavings #FinancialPlanning #BabyBoomers #Retirement #RiskTolerance #PortfolioDiversification #60Minutes #401k #401kPlans #RetirementPlanning #Roth401k #TaxStrategies #MutualFunds #TargetRetirementFunds #InServiceDistributions #RetirementIncome #PortfolioOptimization #MarketDownturns #FinancialFuture #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #Allentown #Pennsylvania
See omnystudio.com/listener for privacy information.