by Jed Villareal | Nov 22, 2024 | 401k review
When it comes to retirement planning, one of the most important decisions you’ll make is how to contribute to your 401k. The choice between Roth and Traditional 401k contributions can have a significant impact on your retirement savings, tax strategy, and...
by Jed Villareal | Nov 11, 2024 | 401k review
The fees in your 401k plan might seem minor, but they can add up significantly over time, impacting your retirement savings. Conducting a regular 401k plan review helps uncover hidden fees and gives you the tools to reduce them, potentially saving you...
by Jed Villareal | Nov 8, 2024 | 401k review
As we move into 2025, it’s a great time to conduct a comprehensive review of your 401k plan. Regularly revisiting your retirement plan can help you ensure that your contributions, investment allocations, and other key elements are working toward maximizing your...
