Taking Charge of Your 401K

Generation X was born between 1965 and 1980, which means the oldest of the bunch are approaching their “retirement years.”

In this episode, Will Hoffman breaks down the differences between traditional and Roth 401ks and helps you determine which plan fits your goals and financial needs. You’ll also learn about managing assets, matching contributions, and the impact of taxes on your retirement plan. Plus, get insights into the history and evolution of the 401k and the importance of planning ahead to master your financial future. 

Gain insight into:

  • The history and evolution of the 401k retirement plan
  • Differences between traditional and Roth 401ks
  • How taxes can impact your retirement plan
  • The importance of planning ahead so you can become a master of your financial future
  • And more!

Related: Collegiate Funding Solutions with Roger Lorelle