Understanding 401(k) Strategy Lunch & Learn

Understanding 401(k) Strategy: Explore strategies to better position yourself while working and in retirement.  

• Learn proven strategies to efficiently use your 401(k) savings while working and in retirement
• Explore tax consequences of withdrawing from your 401k in retirement
• Learn how to implement the Mega Backdoor Roth strategy for high earners or high savers 
• Learn the downsides of target date funds and why it may make sense to avoid them
• Explore the importance of tax diversification in the accumulation phase. Don’t only save inside your 401k!