Dreaming of a comfortable retirement? Jacoby & Meyers partners with Fidelity to offer a comprehensive 401(k) Plan designed to help secure your financial future. Our straightforward enrollment process allows you to begin contributing from the very first month, and with our company match feature, each contribution you make is maximized for greater growth. Plus, your contributions are made before taxes, simplifying your investment process. Start building your nest egg today with a team that matches your effort. Apply now: https://lnkd.in/gsdxmxdB
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On National 401K Day, we celebrate the power of disciplined saving and investing for retirement. A 401K plan is more than just a savings account - it's a commitment to a secure and comfortable future. Remember, the journey of a thousand miles begins with a single step. Let’s start that journey today! How are you preparing for your financial future?
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Senior Financial Advisor at Wells Fargo Advisors | Assisting Clients with Tailored Wealth Management Solutions
𝐃𝐢𝐯𝐞 𝐃𝐞𝐞𝐩𝐞𝐫 𝐰𝐢𝐭𝐡 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝟒𝟎𝟏(𝐤)𝐬 🌟 Going beyond the standard 401(k) offerings can set your business apart in a competitive market. Here's how tailored solutions enhance your appeal: 𝟏. 𝐑𝐨𝐭𝐡 𝐯𝐬. 𝐓𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 Offer options, catering to diverse financial strategies. 𝟐. 𝐋𝐨𝐚𝐧𝐬 Provide financial flexibility for employees. 𝟑. 𝐄𝐱𝐩𝐚𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐂𝐡𝐨𝐢𝐜𝐞𝐬 Allow participants to diversify based on their comfort levels. If you're keen on optimizing your existing 401(k) or introducing a new, nuanced plan, we're here to help. 🔗𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐖𝐢𝐭𝐡 𝐔𝐬: https://lnkd.in/e7RFQmax #RetirementPlanningThursday #401k #Retirement
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Being new to the the insurance and finance industry I found this course to be super helpful as it addressed more than the standard 401(k) but covered topics such as mutual funds, ETFs and Annuities. Just finished the course “Helping Your Employees Meet Retirement Goals” by Jane Barratt! Check it out: https://lnkd.in/gCrpWsK3 #retirementplanning.
Certificate of Completion
linkedin.com
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A Roth 401(k) can help business owners and employees reduce taxes and increase their retirement savings. This case study explains how. #retirementsolutions #retirementplanning #401k
A Roth 401(k) can help business owners and employees reduce taxes and increase their retirement savings. This case study explains how. #retirementsolutions #retirementplanning #401k
Read: Tax Diversification Case Study
fisherinvestments.com
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How do you save for retirement outside of a 401k? The answer is with an IRA. Today I talk about the two types and how they work. Please comment on what you'd like me to speak about.
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Business owners: Corporate Retirement & 401(k) Planning are crucial for your company's success! The journey to selecting the ideal corporate retirement plan can be overwhelming. Our unique service model is designed not just to identify the appropriate plan but to tailor solutions specifically for your business. We navigate the choices so you can make informed decisions. At G9 Financial, we're not just financial advisors — we're strategic partners committed to enhancing your company's financial well-being. Learn more about working with us in this capacity: https://lnkd.in/eKVC4-SM
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A Roth 401(k) can help business owners and employees reduce taxes and increase their retirement savings. This case study explains how. #retirementsolutions #retirementplanning #401k
Read: Tax Diversification Case Study
fisherinvestments.com
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For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. Contact us to learn how we can help! jayme@cherishlegal.com www.cherishlegal.com
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One more thought as we finish up #FinancialPlanningMonth! Planning for retirement is important! One way to effectively prepare is to contribute regularly to tax-advantaged accounts like 401(k)s and IRAs. Take full advantage of any employer 401(k) matching contributions! ✔ The power of compound interest allows your money to grow exponentially over time. Start investing early to maximize this growth. ✔ The key is to begin saving as early as possible. Consistent contributions to retirement accounts, compounded over time, are crucial to securing your financial future!
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One more thought as we finish up #FinancialPlanningMonth! Planning for retirement is important! One way to effectively prepare is to contribute regularly to tax-advantaged accounts like 401(k)s and IRAs. Take full advantage of any employer 401(k) matching contributions! ✔ The power of compound interest allows your money to grow exponentially over time. Start investing early to maximize this growth. ✔ The key is to begin saving as early as possible. Consistent contributions to retirement accounts, compounded over time, are crucial to securing your financial future!
To view or add a comment, sign in
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