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Q2: Retirement Plan Participant Workshop – Understanding Your 401(k) Plan: Roth 401(k) Contributions

See below for dates

Join us for a live webinar where we’ll walk you through understanding understand the value of participating in your retirement plan. Additionally, we will review the difference between the traditional pre-tax contribution and contributing to the after tax ROTH 401k option.

Blog Post: Now that you’re at a new job, what should you do with your old 401(k)?

There’s nothing like starting a new job with a new company. You’ve gone through three rounds of interviews, you had your references checked, and then you finally receive that job offer you were waiting for. You accept the job. All of it was worth it….

Can’t attend?

Schedule a TeleWealth Virtual Meeting to discuss your individual financial situation. Pick a time here.

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Perfect Team

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Perfect Team

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DISCLOSURES

Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.

Salary Finance branded loans are offered by Axos Bank® Member FDIC, and are subject to eligibility, underwriting, terms and conditions, and approval. Employees who primarily work in DC, IL, IN, NH, NJ, NY and WV are not able to make repayments via salary deduction due to state legislation, and instead will be asked to choose an alternative repayment method.