Planning for your end-of-year financial goals

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What you’ll learn today ,[object Object],[object Object],[object Object],[object Object],[object Object]

401(k) basics ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why 401(k)? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Benefits of a 401(k) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Tax Savings Example ,[object Object],[object Object],[object Object],* Assuming tax bracket of 35% REAL TAX SAVINGS (BUSINESS AND INDIVIDUAL) = OVER $17,000* Credit/Deduction Amount Credit/Deduction Details Tax Credit $500 $500 per year for the first three years of a new 401(k) plan 401(k) Administrative Fee $1,980 100% tax deductible Personal deferrals $22,000 $16,500 maximum; $22,000 for those over age 50 Safe Harbor and Profit-Sharing Contributions $27,000 Tax deductible up to 25% of total company compensation

Build your own future ,[object Object],[object Object],[object Object],[object Object],[object Object]

Advantages of Safe Harbor ,[object Object],[object Object],[object Object]

Know the true cost of a 401(k) ,[object Object],[object Object],[object Object],Illustration: Mark Matcho

Guidelines for selecting a plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Questions to ask a plan provider ,[object Object],[object Object],[object Object],[object Object],[object Object]

Contact a Retirement Plan Consultant ,[object Object],[object Object]

Planning for your end-of-year financial goals

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Planning for your end-of-year financial goals

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