401(k) mistakes are, unfortunately, all too common. So today I’m here to make sure you don’t fall into the same traps. What sort of mistakes am I talking about? Things like missing out on your employer’s match, overconcentrating in company stock, taking early withdrawals, or ignoring the fees. I’ll not only break down the biggest missteps I see time and time again—I’ll also show you how to avoid them.
I’ll also explain how to maximize contributions, when to consider rolling over an old 401(k), and the importance of having what I call a “wealthy mindset” when it comes to fees.
Are you making the most of your 401(k)? Maybe not! Tune in to be sure you’re CAPitalizing on every opportunity your 401(k) has to offer!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)