Hawks Financial的动态

?? Starting a New Job? Feeling puzzled about your 401(k)? ?? Navigating a new role can be overwhelming, but understanding your 401(k) doesn't have to be! If you're unsure about what to do next, we're here to help decode the mysteries of your new 401(k) plan. Let's make your financial journey smoother together. Learn more: https://lnkd.in/gEDbw-wZ #NewJob #401k #FinancialPlanning #HawksFinancial

On this National 401(k) day, it might be a good idea to review your current 401(k) investments. If you'd like some feedback, feel free to give me a call. In the meantime, take a look at this article on making the most of your 401(k):

Maxed out your 401(k)? Here's what you can do next. #financialplanning #wealthmanagement #retirementstrategies

?? Starting a New Job? Don't Let Your 401(k) Puzzle You! ?? Taking on a new role often comes with a whirlwind of tasks, including navigating your new 401(k). Sound familiar? You're not alone! If you're feeling puzzled about what to do next, don't fret! We're here to help you decode the mysteries of your new 401(k) plan. Let's make your financial journey smoother together. Learn more: https://lnkd.in/gEDbw-wZ #NewJob #401k #FinancialPlanning #NavigatingFinance #HawksFinancial

Before You Change Jobs: Understanding Your 401(k) is Key to a Secure Future New job? While celebrating your career move, don't overlook the crucial task of understanding your 401(k) before leaving your old employer. Cashing out or making uninformed decisions about your 401(k) can lead to hidden fees, missed growth, and even tax penalties. #401kConfusion Empower your financial future by understanding your 401(k) with these key steps: Join us for a FREE Webinar: Get clear answers and expert insights by attending "Understanding Your 401(k)" Thursday 6/27/24 8 pm EST -Know Your Rollover Options: Leaving your job doesn't mean leaving your retirement savings behind! Can you move your 401(k) to your new employer's plan? What about an IRA? Understanding your choices ensures you pick the one with the lowest fees and aligns with your long-term goals. -Check Vesting Schedules: Not all the money in your 401(k) might be yours yet. Leaving before you're fully vested means forfeiting some or all of that employer-matched money. Choose Wisely: We'll discuss factors like options, fees, and ease of management. You'll learn how to make an informed decision and potentially even discover the benefit of consulting a financial professional Take control of your financial future! Understanding your 401(k) is the first step. Join the webinar and learn how to navigate this crucial transition with confidence. Link in the comments???? #FinanciallySavvy #BossMove #Vantage #401k

When it comes to a Solo 401(k) choosing a brokerage and an advisor is critical. Not every brokerage supports solo 401(k), and not every advisor understands the adoption agreement paperwork and the rules around solo 401(k). If advised incorrectly you could and up paying fees for things you should not pay fees and end up having a third party administrator when you don’t need it. Determine how you are going to contribute, lovely part of this account is that you can contribute as an employee which is exactly the same limit as everyone else who works for corporation but also as an employer you can contribute both this contribution limit you to contribution up to $66,000 a year. and, of course, don’t forget to invest the assets that you will contribute the best part about solo 401(k) you have ability to contributed into individual stocks. You have ability to create an intentional investment strategy this account compared to W-2 employees, unfortunately stuck with the limited option of mutual funds. enjoy and if you’re looking for a broker and advise who can help you with solo 401(k), feel free to contact me we love working with entrepreneurs and we always take care of their retirement saving strategy. @newgenwealthcreation I help professionals and entrepreneurs to build their wealth foundation. I also help adults who experienced financial setbacks in life. #personalfinance #financialadvice #personalfinancegoals #financialadvice #financialfreedomstartshere #financialplanning #financialfreedomforever #liveyourdreamlife #lifeonyourterms #secrettosuccess #financialmanagement #financialeducationmatters #financialempowerment #financialpeace #financialtips #financialwellness #financegoals #buildwealth #wealth #newgenwealthcreation

The rules are changing! Now SIMPLE IRA plans can be converted to a Safe Harbor 401(k) at any time during the year. If you have outgrown your SIMPLE IRA and you're ready to transition into a 401(k), you'll want to keep a few details in mind. Discover 5 important items here. #401k #simpleira #retirementplans #retirementplanning #employeeexperience #employeebenefits #smb #businessowner #financialadvisor #financialadvisors https://hubs.ly/Q02S1b7X0

Retiring soon? Wondering what to do with your 401(k)? ?? Discover the pros and cons of rolling over to an IRA vs. sticking with your employer’s plan. Make the best choice for your future! ?? #RetirementPlanning #401k #FinancialFreedom #InvestSmart

Here are five reasons why third-party administrators (TPAs) are some of the most important components of your company 401(k). #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .

Amy Garman, QKA?, Thank you for posting this! We love working with partners who value what we bring to the table and love talking with you in webinars. Running a retirement plan truly is a Team effort between the recordkeeper, TPA, investment advisor and the employer/plan sponsor. There are a lot of rules and regulations, why would you want to follow them on your own? Why not work with a team of experts with your best interest in mind? Read this article posted by Amy from Capital Group to find out why a TPA (just a part of the team) is so important. #TheTPAExperts