19 min
Ep 7: 5 Unexpected Things You Probably Didn't Know About Your 401k Financial Bliss with Kelley Long
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- Investing
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?
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?
19 min