I’m 58 and Close to Retirement – What Should I Do With My 401(k)? episode artwork

EPISODE · Aug 19, 2025 · 25 MIN

I’m 58 and Close to Retirement – What Should I Do With My 401(k)?

from You’re Not Dead Yet · host Premier Investments & Wealth Management

Your 401(k) has been building for years, maybe even decades. But now, with retirement on the horizon, should you be making strategic changes—or just leaving it on autopilot? In this episode of You’re Not Dead Yet, Chris dives into the key questions every pre-retiree should ask about their 401(k). Get started on your journey to financial freedom. Visit www.premieriwm.com to get started today. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. #FinancialPlanning #RetirementPlanning #Investing #InvestingStrategies

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I’m 58 and Close to Retirement – What Should I Do With My 401(k)?

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