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Maximizing Your 401k

Maximizing Your 401k

Kelley's Bull Market News with Kelley Slaught · Kelley Slaught

June 20, 202556m 4s

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Show Notes

In this episode, Kelley Slaught discusses various strategies to optimize 401k plans, including tax-saving techniques and the benefits of annuities. She emphasizes the importance of understanding the nuances of retirement planning, including tax implications and the role of annuities in providing guaranteed income. The conversation also highlights common misconceptions about annuities and the need for professional guidance in selecting the right financial products for individual needs.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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