SKU:
401k Check-Up
$149.00
$149.00
per item
In this (1) hour session, we will review and optimize your 401k to ensure you are on target for retirement:
Who is this good for?
-Younger workers who are in the accumulation phase of wealth building. A few simple adjustments now can make a tremendous difference in the long-run. Your future-self with thank you for being proactive with your financial health.
- Assessment of current 401k contributions
- Assessment of retirement savings target
- Assessment of tax-advantage strategies (Roth vs. Traditional accounts)
- Recommendation and implementation of monthly contributions and tax-optimized strategy to put you on track for retirement
Who is this good for?
-Younger workers who are in the accumulation phase of wealth building. A few simple adjustments now can make a tremendous difference in the long-run. Your future-self with thank you for being proactive with your financial health.