Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide

Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide

Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines…

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*TIME STAMPS*

• 2:30 - 401(k) Eligibility

• 5:00 - How much to contribute to a 401(k)

• 8:45 - What is “matching?” 

• 13:13 - Understanding “vesting”

• 15:45 - 401(k) from the Employer’s Perspective

• 17:45 - What is a True-Up Provision?

• 19:50 - "Uni-k" - Personal & Small Business 401(k) Plans

• 23:00 - After Tax Contributions

• 24:00 - Perspective from someone who is ready for retirement 

• 26:00 - The KEY to SUCCESS with a retirement plan

• 27:00 - Frequent Mistakes

• 29:30 - SMORE NUMBERS 

• 32:15 - How to choose your investment allocation / portfolio

• 37:00 - Target Date Fund

• 39:00 - What to do when you change jobs

• 49:00 - In-service Distribution

• 52:00 - How do you pull money out?

Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. 

Through the Pines Podcast Copyright, The Banyan Collective - September, 2022