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January 16, 2025 11 mins

The 401k is the most common way that people save for retirement, which is why we get a lot of questions on the show and in the office about this employer-sponsored plan. You want to take full advantage of your 401k when you’re working, but there are some intricacies that you might not even be aware of. This episode will tackle those frequently asked questions and break down the areas that people are most curious about.

Here’s some of what we discuss in this episode:

  • Should you take advantage of employer-offered 401K advisory services?
  • Should you put more into your 401K than the company match?
  • Are 401K loans a good idea?
  • When should you rollover a 401K into a Roth IRA?

Get in touch with the Peterson Financial team: https://petersonfg.com/

 

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