
Home » Insights » Retirement » 5 Best 401(k) Practices & Tips: What To Know
Doug Fabian
Senior Vice President
In this episode of The Science of Economic Freedom, “What You Need to Know About Your 401(k),” you’ll discover what we consider to be the 5 best practices when managing your 401(k)-type accounts. Subjects in this podcast include:
• Why you need to participate, save and maximize your retirement accounts.
• Limits and catch-up provisions.
• Taking advantage of your company’s employee “match.”
• How to assess and self-select your investment risk tolerance.
• Key concepts to understand when conducting a quarterly review of your accounts.
• Why it’s essential that you “take your 401(k) with you,” i.e. rollovers, etc.
• Investment choices and “target maturity funds.”
• Other must-know concepts, lingo and frequently asked 401(k) questions.
with one of our talented wealth advisors who will help you connect all your financial dots
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