Strategic Wealth Architects

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May the 4th be with your retirement!

According to Fidelity Investments, the average 401(k) had a balance of $112,00 in Q4 of 2022. Is that enough for you to retire on? YOU CAN take action now to ensure you are ready for retirement. Let me help!

One frequently asked question I get is what are the tax implications of rolling over a 401K to an IRA. Well trust me they can be catastrophic, don't do it blindly. I am here to help!

Switching jobs? Here's how to handle your 401k smoothly: Know Your Choices: Keep it with your old employer, transfer it to your new job's plan, roll it into an IRA, or cash out (watch out for taxes). Benefits of a Rollover: Consolidate your savings and potentially reduce fees with better investment options. Consult a Pro: Make the best decision for your future with tailored advice. Need help? Contact us for expert guidance on keeping your retirement on track during your job transition!

Protecting your financial future means planning for the unexpected. Let's explore options together to safeguard what matters most to you and your loved ones.

Need help with your retirement rollover? I'm here to guide you! As a trusted financial advisor, I specialize in making this transition smooth and worry-free. Let's tailor a plan to fit your goals and needs. Schedule your free consultation today!

Steve Brock inviting you to follow Strategic Wealth Architects. An organization delivering maximum retirement INCOME & TAX savings. We deliver retirement strategies that provide: > Peace of mind< > Zero Risk of Market Loss< > Strategy to never run out of money< > Minimize TAXES in Retirement< >Old 401K or IRA not performing- Super charge it with 18-27% bonus on rollover. Appreciate a follow- so I can bring you value in the ever-changing financial market. Like to schedule a 15 min call. https://lnkd.in/ew9fyenH

Secure Your Financial Future! In today's fast-paced world, it's easy to get swept up in the hustle and bustle of daily life and forget about our long-term financial well-being. But let me tell you, taking control of your finances now can make all the difference in achieving your dreams and securing your future. Here are five essential financial planning tips that can help you pave the way to financial freedom: 1. Set Clear Goals 2. Create a Budget 3. Build an Emergency Fund 4. Diversify Your Investments 5. Review and Adjust Regularly Remember, your financial future is in your hands. By implementing these tips and making smart financial decisions today, you can build a solid foundation for a brighter tomorrow. If you need guidance or support along the way, don't hesitate to reach out. Together, we can achieve your financial goals and create the future you deserve!

Don't Let Your Retirement Dreams Slip Away! As a financial planner, I've seen far too many individuals neglecting their retirement savings, thinking they have plenty of time to catch up later. But the truth is, the earlier you start, the better off you'll be when it's time to kick back and enjoy your golden years. I get it, navigating the world of investments can feel overwhelming, especially with all the volatility in the markets. However, there are plenty of safe options out there that can help you build a nest egg for the future without losing sleep over market fluctuations. From low-risk bonds to diversified mutual funds, there are numerous avenues to explore that offer steady returns while safeguarding your hard-earned money. Remember, your retirement isn't something you want to gamble with. Start planning and investing wisely today, and your future self will thank you for it. If you need guidance or have questions, don't hesitate to reach out. I'm here to help you secure the retirement you've always dreamed of!