401k Plans
401k Plans are employer sponsored retirement plans. Contributions can be made on either a Traditional or Roth basis and many 401k owners are incentivized with employer matching contributions which may or may not be placed on a vesting schedule.
401k Plans generally have a small mixture of available funds to invest in and it is important to review and rebalance your investments on a routine basis.
Have questions about how to allocate your retirement assets in your 401k? Come see us for a free consultation.
Contribution Limits
Under 50 Years old
- $22,500
Over 50 Years old
- $30,000
Click Here for more information on the IRS website.
In-Service Rollovers
Did you know if you are 59 1/2 or older with an employer retirement account, you may be eligible to roll it into an IRA for more active management? Come see us today to look at your options.