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Episode 8 – Weighing the Possible Advantages and Disadvantages of 401(k)s: Part 3



If a 401(k) is a part of your retirement savings plan, are you confident it’s working properly for you and your goals for the future?

In this episode of The Utilization of Money, Todd Levine caps off his three-part 401(k) series that highlights the potential advantages and downfalls of this savings vehicle. 

In this episode, you will learn:

  • The importance of understanding the rules of required minimum distributions
  • Why you need to be aware of the consequences of inheriting an IRA
  • How to ease the pain of Uncle Sam’s reach
  • And more!

Tune in and learn how to get the most out of your 401(k)!

Resources:  Levine Financial Group | Part One | Part Two

Starting Jan 1, 2020 the minimum distribution age was changed to age 72.

AR Insurance License #15670742 and CA Insurance License #0H01258.  2019-91302 Exp. 12/21

Todd Levine registered representative and financial advisor of park Avenue securities LLC, PAS security products and advisory services offered through PAS, member R a S. IPC. Financial representative of the guardian life insurance company of America, guardian, New York, New York. PAS is an indirect, wholly owned subsidiary of guardian.

Levine Financial group is not an affiliate or subsidiary of PAS or guardian.  Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.

Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation. 

 


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