401(K) FAQS Part 1

Episode 375 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "401(K) FAQS Part 1" was published on August 9, 2024 and runs 20 minutes.

August 9, 2024 ·20m · The Retirement Roadmap Podcast

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Summary

If you know anything about saving for retirement you probably understand at least a few things about 401(K)s. However, when exploring the details of a 401(K) there are a number of questions that are often asked. This episode starts a two part series that focuses on some of the most frequently asked 401(K) questions. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

Episode Description

If you know anything about saving for retirement you probably understand at least a few things about 401(K)s. However, when exploring the details of a 401(K) there are a number of questions that are often asked. This episode starts a two part series that focuses on some of the most frequently asked 401(K) questions. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

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