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Understanding the Basics of a 401(k)

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Content provided by Paul L. Moffat. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul L. Moffat or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan.

They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers.
Topics in this episode:

- Basics of 401(k)

- Company Matching

- Yearly contribution limits

- 5 steps to becoming a 401K Millionaire

The world of retirement savings is constantly evolving, so it is a good practice to review your plan and seek advice from financial professionals, like Arista Wealth Management, to ensure that your strategy is optimal and you are on track to reach your retirement goals.

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:

Website: https://www.aristawealth.com

Email: support@aristawealth.com

Call our office: 702-309-9970

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

🌟Get in touch with us by clicking the links below!🌟

Go to Aristawealth.com for other tools, tips, and resources.

Website: https://www.aristawealth.com/

Facebook: https://www.facebook.com/AristaWealth/

LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

  continue reading

61 episodes

Artwork
iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 30, 2024 06:06 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 395963257 series 2876266
Content provided by Paul L. Moffat. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul L. Moffat or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan.

They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers.
Topics in this episode:

- Basics of 401(k)

- Company Matching

- Yearly contribution limits

- 5 steps to becoming a 401K Millionaire

The world of retirement savings is constantly evolving, so it is a good practice to review your plan and seek advice from financial professionals, like Arista Wealth Management, to ensure that your strategy is optimal and you are on track to reach your retirement goals.

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:

Website: https://www.aristawealth.com

Email: support@aristawealth.com

Call our office: 702-309-9970

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

🌟Get in touch with us by clicking the links below!🌟

Go to Aristawealth.com for other tools, tips, and resources.

Website: https://www.aristawealth.com/

Facebook: https://www.facebook.com/AristaWealth/

LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

  continue reading

61 episodes

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