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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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The Top 401(k) FAQs In 2024
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A 401(k) is one of the most common retirement accounts that people have today. However, navigating the ins and outs of your 401(k) without proper guidance can be tricky. That’s why Frank is here to answer your top 401(k) questions in one comprehensive episode.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:37 – Work plan offers 401(k) advice for a fee
5:45 – Rollover into IRA
8:32 – Adjusting investments approaching retirement
10:54 – What if I change jobs?
13:08 – Getting to know Frank
14:54 – Listener question
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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