Ep 151: đŸ”„ Are You Making These Costly 401(k) Mistakes?

The 9Innings Podcast di Kevin Thompson, RICPÂź, CFPÂź

Note sull'episodio

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses six common mistakes people make with their 401(k) retirement plans. He covers misunderstandings about plan rules, improper rollover techniques, unnecessary fees, risk tolerance, financial advisor affiliations, and advisor compensation. Kevin offers practical tips to help listeners avoid costly errors and maximize their retirement savings.

Mistake 1: Not Knowing 401(k) Rules (00:00:53)

Mistake 2: Improper Rollover Techniques (00:04:18)

Mistake 3: Paying More for Less Value (00:06:26)

Mistake 4: Misunderstanding Risk Tolerance (00:07:27)

Mistake 5: Influence of Financial Advisor Affiliations (00:10:33)

Mista ... 

 ...  Leggi dettagli
Parole chiave
retirement planningretirementfiduciaryestate planningcertified financial plannermlb2cfptax planningretirement income certified professional401k rolloverrisk tolerancerollover techniquescomprehensive planningtax penalty