The ULTIMATE 401(K) GUIDE - THROUGH THE PINES PODCAST
Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines…
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*TIME STAMPS*
2:30 - 401(k) Eligibility
5:00 - How much to contribute to a 401(k)
8:45 - What is "matching?"
13:13 - Understanding "vesting"
15:45 - 401(k) from the Employer's Perspective
17:45 - What is a True-Up Provision?
19:50 - "Uni-k" - Personal & Small Business 401(k) Plans
23:00 - After Tax Contributions
24:00 - Perspective from someone who is ready for retirement
26:00 - The KEY to SUCCESS with a retirement plan
27:00 - Frequent Mistakes
29:30 - SMORE NUMBERS
32:15 - How to choose your investment allocation / portfolio
37:00 - Target Date Fund
39:00 - What to do when you change jobs
49:00 - In-service Distribution
52:00 - How do you pull money out?
Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.
This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Through the Pines Podcast Copyright, The Banyan Collective - September, 2022
