Consider This Program with Joe Clark, CFP and Jamie Burton.
In this segment we will cover:
Description: Assets – stocks, bonds, and cash – behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k, 403b, and more, and they all have their place. HSA accounts are at the top of the list for a place to store resources. Find out on Consider This Program. Call 800-928-4001 or email us at firstname.lastname@example.org to schedule your complimentary Next Steps meeting today.
How Healthy is Your 401k? Look Beyond the Balance. Article by Joe Clark, CFP. How Healthy is Your 401k? Look Beyond the Balance – The Financial Enhancement Group (yourlifeafterwork.com)
Schedule your complimentary Next Steps meeting today!