Do you have a "Zombie Plan" roaming around somewhere in your financial past? An old 401(k), 403(b), or other employer sponsored plan that's been neglected and untouched for so long that it's almost left for dead!
How to Navigate your Employer Sponsored Retirement plan
"My employer provides a Retirement Plan (401(k), 403(b), 457, SIMPLE IRA, etc.), but I don't understand it at all!"
How can you create a solid retirement plan? How can you help ensure that your True Wealth is protected? Most people have at least one, if not multiple, 401(k)s, 403(b)s, IRAs, Roth IRAs, and Brokerage accounts. But how many of you are truly leveraging other useful savings tools like HSAs, Roth IRA Conversions, and the Saver’s Credit just to name a few? Very few people are fully utilizing all of the financial tools available to them. That is why we would encourage you to consider looking at these underappreciated options for potentially greater retirement savings: