Is it possible for 401(k) plans to work harder for you?

Join Larry Heller, CFP®, CDFA®, in this essential mini-series where Larry unravels the intricacies of 401(k)’s. This episode covers crucial topics such as the significance of proper plan design, the diverse types of 401k plans, and the advantages of offering these plans for business owners. From perspectives on contributions and matching to navigating investments and educational aspects, this podcast equips you with the knowledge to navigate the complexities of 401(k) plans.

Larry Discusses:

• Various 401(k) plan types like Regular, Safe Harbor, and Matching Contribution plans
  
• The substantial tax benefits for business owners and grasping the real value of comprehensive 401(k) plans, transcending mere costs
  
• How adaptable 401(k) plan designs cater to evolving company needs
  
• The significance of early involvement in plans and the critical choice between Roth and traditional contributions
  
• Emphasizing the necessity of specialized education and tools like retirement calculators for making well-informed decisions
  
• Heller Wealth Management’s benchmarking service to compare 401(k) plans against industry norms
  
• And much more!
  

Resources: 

• 401(k) Benchmarking Introductory Call
  
• Free Financial Resilience Assessment
  
• Retire Right by Larry Heller, CFP®, CPA
  
• How and When To Use A Roth (Ep. 17)
  

Connect with Larry Heller: 

• (631) 248-3600
  
• Schedule a 20-Minute Call
  
• Heller Wealth Management
  
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
  
• YouTube: Life Unlimited with Larry Heller, CFP®