Advanced Tools and Techniques for the Fully Funded 401k

Advanced Tools and Techniques for the Fully Funded 401k

Advanced Tools and Techniques for the Fully Funded 401k

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vendor : BLI


This class will introduce to participants how to best manipulate their current 401k holdings to reduce future taxes, expand the legacy to family, and coordinate IRAs with this 401k tool. The tax advantages (& NUA technique) if they have company stock in the plan, applicability of the ROTH option when deciding on income sources, the opportunity of 'in service' withdrawals to manage risk as you get older, & additional deductible investment tools will be addressed.

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