Webinar: Retirement Ready: 401(k) Strategies for Working Professionals by Oak Harvest Financial Group

WEBINAR DETAILS

About

Understanding Your 401(k): Explore strategies to better position yourself while working and in retirement.
Agenda
- Learn proven strategies to efficiently use your 401(k) savings while working and in retirement
- Explore tax consequences of withdrawing from your 401(k) in retirement
- Learn how to implement the Mega Backdoor Roth strategy for high earners or high savers
- Learn the downsides of target date funds and why it may make sense to avoid them
- Explore the importance of tax diversification in the accumulation phase. Don’t only save inside your 401(k)
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Troy Sharpe, CFP®, has a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School at Rice University. Additionally, Troy is a Registered Financial Consultant with...

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Troy Sharpe, CFP®

CEO and Co-Founder

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HOSTED BY

Oak Harvest Financial Group
Helping Make Your Dream Retirement a Reality. Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

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