Facts about a 401(k):

December 19, 2017



Do you understand the ins and outs of your plan? Here are some facts you may not know. 

  1. You can roll it over when you leave.

  2. Automated portfolios work.

  3. Stable value funds are a good choice.

  4. Age 55 is special.

  5. You have creditor protection.

  6. Designated Roth accounts are great.

  7. Company stock may have special tax treatment.


Please reload

Recent Posts

Please reload


Please reload


Owner's Cell: (678) 849-1032 (text preferred)

Located Various Locations in:

Atlanta * Chicago * NYC * Tampa* LA

More Locations COMING SOON!