Invest-min-503539-edited

Saving for retirement is a big job. Bruce and Peg talk about how you can save smarter, not harder for your retirement.

Questions Answered Include: 

  • I make about $14,000 a year through my one part time job and I don’t need that particular income due to my full time job. In my 30's I have not put any money into my 401k. I wanted to know your thoughts on just putting in 100% of that into a 401k up to the maximum. If I hit the maximum what happens at that point?
  • When you are transferring your accounts to the trust which is the best way to do it?  Title the accounts to the trust or naming them as beneficiary to the trust.  Is there an advantage of one over the other?

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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