Mastering Your 401k: A Guide for Gartner Employees
Автор: Skinner Wealth Strategies
Загружено: 2025-07-10
Просмотров: 99
This conversation provides essential insights for Gartner employees regarding their 401k plan. It covers maximizing contributions, understanding pre-tax versus Roth contributions, investment elections, and the importance of checking beneficiary designations. The speaker emphasizes the need for informed decision-making to enhance retirement savings and avoid common pitfalls.
Key Takeaways:
★ Contribute at least 4% to maximize the company match.
★ Consider your tax situation when choosing between pre-tax and Roth contributions.
★ Target date funds may not be suitable as you approach retirement.
★ Regularly increase your contributions to boost retirement savings.
★ Review and update your beneficiary designations frequently.
Don’t just retire. Retire smarter. Subscribe now and join the journey.
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