Understanding your employee benefits is critical to financial success. In some cases, a 401(k) plan and other retirement programs at work make up more than 75% of your assets outside of your home. Even more important is to know how to integrate your personal financial planning with your corporate benefit plan to help:
- Eliminate costly duplication of coverage.
- Fill important gaps.
- Reduce your taxable income in retirement, while increasing your spendable income.
- Ensure your money won't run out before you do.
Ask about our "income for life" strategies today.
