401(k) Mistakes

Your 401(k) likely plays a major role in your retirement savings. That's why it’s important that it’s set up and functions in the way that’s most beneficial to you. Following our last podcast about beneficiary mistakes, now we focus on common mistakes people make with their 401(k).

 

Here’s some of what we discuss in this episode:

• Moving a 401(k) to another retirement account.
• Allocation and rebalancing with your contributions.
• What to think about target date funds.
• Who the real client is of a company 401(k).
• Hidden fees to look out for.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/