Using your 401(k) to Build Wealth

Putting your contributions to work for you, in a way that makes sense to you

Looking to understand what types of investments might be a good fit for your 401(k) contributions? Or curious about how & when you can access your account? Learn the answers to some of your questions here.

Did you know…

In 2024, you can contribute up to $23,000* of your pay to your 401(k) plan. And, if you are age 50 or older, you may also contribute up to an additional $7,500. …that adds up to a potential $30,500!

When choosing investments for your 401(k) account, you typically have a couple different options – it is up to you to decide which is best for you! Unsure which investments may be a good fit for you? Take this investment risk tolerance survey & we can set up a time to talk about which funds in the line-up match up well for YOU!

*Overall annual limits, restrictions, and other limits may apply. So, it is important to talk to a tax professional, review your plan documents, and/or visit the IRS website to understand current contribution limits and restrictions. Limits are typically adjusted on an annual basis by the IRS.

Keep in mind that with investing, while there are potential rewards, there are also risks and past performance is never a guarantee of future results.

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