401(k) Survival Guide

By Modern Wealth Management

December 11, 2018

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Wondering what to do with your 401(k) when you retire or are nearing retirement?

You’ve worked for what seems like your entire life. For years, the alarm buzzed before even the sun began to shine and at times, you didn’t arrive back home until the stars were out. Despite paying all the bills for you and your family’s expenses, you’ve still managed to save and put money away in your employer’s 401(k) plan. For many people, they believe that the hardest stage to accomplish is the “saving” phase but the truth is, that’s just half the battle.

Once you retire, a plan for withdrawing those funds that provides a constant source of income that isn’t eaten up by taxes and other costly traps must be constructed. The biggest challenge? Trying to figure out which plan is the best one for your specific situation as all of the available options have their pros and cons. Download the 401(k) Survival Guide and start figuring your plan out today. 

Download the 401(k) Survival Guide


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Investment advisory services offered through Modern Wealth Management, LLC., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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