Retirement Planning - Timely Topics - Jenny LeRoy
Planning for retirement? Understanding the differences between a 401(k) and an IRA is essential for making smart financial decisions. In this video, Jenny LeRoy, CFPĀ®, breaks down key retirement planning strategies, explaining how these accounts work, their tax advantages, and how to maximize your savings for the future. š¹ What You'll Learn: ā 401(k) vs. IRA ā Key differences and benefits ā Traditional vs. Roth ā Which is right for you? ā Contribution limits & tax advantages ā How to optimize your retirement savings strategy ā Common mistakes to avoid Whether you're just starting to save or looking to refine your retirement plan, this video will give you the tools you need to build a secure financial future. As always please reach out to a Cutler Advisor for a more tailored plan, that is right for you.