Work From Home with Kimber
165. Maximize Your Employer Benefits - No Cap
Show Notes | April 14, 2024 | Episode 165
VirtForce supports milspouses in the full spectrum of work, from remote gig-based and project-based work all the way to on-site hourly and salary work. That’s why we are kicking off a series where military spouses can understand what their retirement savings plan options are no matter where they fall on the work spectrum.
In Part 1 of this series, we have accredited financial advisor, Kate Horrell, revealing the secrets to maximizing your company’s retirement savings plan as a W-2 employee. Don't let these money-makers slip through your fingers; hit that play button now and start building a secure financial future.
00:00 Intro
01:00 Meet Accredited Financial Advisor Kate Horrell
01:34 VirtForce Supports Milspouses in the Full Spectrum of Work
02:08 Retirement Savings Plan Options for W-2 Employees
02:37 Defined Contribution Plans - 401k, 403b, and 457s
03:14 Traditional Tax Treatment
03:28 Roth Tax Treatment
04:31 Pensions
06:26 Employer Matching
07:55 Make Sure You Get the Deets
Links and Resources
Kimber Hill LinkedIn: https://www.linkedin.com/in/kareergal/
Kate Horrell LinkedIn: https://www.linkedin.com/in/katehorrell/
Ep. 142 Are Travelers' Benefits the G.O.A.T.?: https://bit.ly/vf142GOAT
Other topics in this video: investing - finances - retirement planning - annuity - retirement portfolio