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Just because you give your clients great advice on all their other accounts doesn't mean they follow your counsel with their 401(k). Whether you are compensated or not, demonstrate you care by reviewing their 401(k) accounts to ensure that they are making the right decisions.
Whether or not your clients should divert savings away from their regular 401(k) accounts depends on variables including age, tax status, and what other retirement options they have at their disposal.
The new Roth 401(k) gives clients a back door into a Roth IRA and allows tax-free distribution of earnings once certain age and time requirements are met.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025