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How To Unlock The Full Potential Of Your 401K Plan

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Understanding how to maximize your 401K may be one of the most important factors in helping you pursue your financial goals.

On this Free Online Presentation you will learn… 


  • Why you could be missing out on some of your 401k plans key features.

  • Four of the more common 401k myths that simply are not true.

  • How some plans have a feature that could allow investors to save up to an additional $36,000 per year in a Roth IRA, even if they are already maxing out their 401k contributions or make too much money to contribute to a Roth.

  • How to transition your 401k from a wealth accumulation portfolio to a retirement income portfolio.

  • How to choose between the Roth and traditional option.

  • What you should know about Target Date Funds before you invest in them.
  • How to get income from your 401k when you retire.

  • What to do with an old 401k you no longer contribute to

  • How you could potentially access thousands of additional investment options using the “Self-Directed” account within your 401k. (Not all plans have this)

  • How to get money out of your 401k before 59 1/2, without paying a penalty.

  • What to do with your 401k when you retire or change jobs.
  • How to choose investments for your 401k. Learn about the 4 main types of 401K contributions.


Notice:  Unlock the Full Potential of your 401k is part of the 7 Core Elements of Retirement Planning Educational Series, which focuses on ideas and strategies to help investors feel more confident about their plans for retirement.

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What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

Tracking #1-660889

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.

Investing involves risks including possible loss of principal. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 may result in a 10% IRS penalty tax in addition to current income tax.

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

Investing in mutual funds involves risk, including possible loss of principal. The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date.

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