Consider This Program with Grant Soliven, AIF, and Aaron Rheaume, CKA.
In this segment we will cover:
Tax Planning Show
An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program! Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Talking Points:
1. 401(k) In-service non-hardship distribution (needs checklist)
a. Can you
b. Should you
2. 401(k) Age 55
3. 401(k) Contributions
Resources
• “401(k) Realities” – article by Joe Clark, CFP 401(k) Realities – 401(k) Realities – https://ylawold.wpenginepowered.com/401k-realities
• “Tax Breakdown – 1040, 401K, IRA and Roth Contributions” – Consider This Program segment – Tax Breakdown – 1040, 401K, IRA and Roth Contributions – https://ylawold.wpenginepowered.com/tax-breakdown-1040-401k-ira-and-roth-contributions
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
