Maximizing Your Corporate Retirement Plan
During this webinar, Kacie Swartz, CFP®, CIMA® will cover:
Maximizing employer match contributions to avoid leaving money on the table
Strategic contribution approaches for 401(k), 403(b), and similar plans
Overlooked tax advantages you can leverage with each paycheck
How the mega backdoor Roth conversion works and when it makes sense
Differences between traditional, Roth, and after-tax contribution options
Catch-up contributions and new rules for high earners
Using your retirement plan strategically, whether you're starting or nearing retirement
