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401k Tips for Those Over 50: Maximize Contributions and Manage Risk [Video]

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Company Formation

401k Tips for Those Over 50: Maximize Contributions and Manage Risk #retirementplanning #401k

Unlock the secrets to optimizing your retirement savings with expert tips on adjusting your 401(k) strategy. Learn how to maximize your contributions and manage risk effectively as you approach retirement age.
– Importance of understanding your 401(k) status at age 62
– Aligning 401(k) contributions with retirement goals
– Maximizing contributions after age 50
– Evaluating risk levels in your portfolio
– Adjusting investment strategies for late career stages

Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
https://merkleretirementplanning.com/staff-members/chawn-honkomp/

Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapter
00:00 Maximize Contributions and Asses Risk


This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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