Upticks: A Financial Planning & Investment Podcast
Retiring a 401(k), IRS Ghosting, and Target Date Funds (Ep. 310)
August 15, 2024
This week on Upticks, join Jake and Cory for discussions on tax planning, 401(k) management, and more. If you call the IRS, you might get ghosted. When you retire, youll have options for your 401(k).
Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for conc
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