Maximizing Your 401(k): Tips and Tricks

01/10/2024 15 min
Maximizing Your 401(k): Tips and Tricks

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Episode Synopsis

In this episode, Kevin discusses the importance of having a comprehensive retirement plan beyond just relying on 401(k)s. Kevin emphasizes the need for guaranteed income streams, the impact of interest rates on retirement savings, and the significance of tax planning. He also addresses the critical issue of long-term care and the financial implications it can have on retirement savings.  CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAYSee omnystudio.com/listener for privacy information.