Wealth Management & Financial Planning

Wealth Management & Financial Planning

Making the most of your 401(k) – 1401

Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF
In this segment we will cover:

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:
4. 401(k) In-plan conversions
5. Roth conversions for beneficiaries
6. 401(k) Job change/Job loss
a. Roll to IRA
b. Leave alone
c. Moving into a new plan
7. Annuities and 401k
Resources
• “Roth Conversions & Back Door Roth’s” – Elements In Focus episode – Roth Conversions & Back Door Roth's – https://yourlifeafterwork.com/elements-in-focus/roth-conversions-back-door-roths

• “Job Change Resources” – Job Change landing page – https://yourlifeafterwork.com/job-change-landing-page

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Have a question for Grant and Aaron?

Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!