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Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Retirement Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement 

When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.

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Retirement Planning, Employer Benefits Mike Heatwole, CFP®, AWMA® Retirement Planning, Employer Benefits Mike Heatwole, CFP®, AWMA®

One Question to Ask HR If You Are Already Maxing Out Your 401(k) Contributions

Maxing out your 401(k) is a great milestone, but many employees don’t realize their company may offer an additional savings option called a “mega backdoor Roth.” This article explains the one key question to ask HR about after-tax contributions and how this strategy can boost your long-term retirement savings.

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