How much do you know about your 401k plan? In this episode, Kelley C. Long, CPA/PFS, CFP® shares five things that she's found are most surprising to people about their 401ks, which she learned during her time as an unbiased financial coach working for a workplace retirement wellness provider.
Resources to support further learning on the topics presented in this episode:
Income limits to deduct traditional IRA contributions if you have a 401k or other retirement plan at work
How to do a back-door Roth IRA
2023 Roth IRA income limits
What's the difference between traditional and Roth IRA?
Information
- Show
- FrequencyUpdated Monthly
- PublishedJune 26, 2023 at 1:00 PM UTC
- Length20 min
- Episode7
- RatingClean