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 2023, you can contribute up to $22,500* 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 $30K!

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.

As always, feel free to reach out if you have questions about your 401(k) plan!

| 206-281-4055

SCHEDULE A MEETING

VIDEO MENU

DISCLOSURE

All content provided on this website is created and published for general informational and educational purposes only. Sapling Wealth Management, LLC is not providing any financial, investment, legal, accounting, or tax, or other advice or recommendations specific to your situation. Any information or opinions should not be used to make decisions and we strongly recommend all information and ideas should be discussed in detail with a qualified professional prior to implementation. All investments involve the risk of loss. Past performance is no guarantee of future results.

Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Also, note that such material is not updated regularly and some of the information may not be current. Content on this web site may include links to articles and information on third-party sites we find interesting. This should not be construed as an endorsement by Sapling Wealth Management, LLC or anyone associated with Sapling Wealth Management LLC. Sapling Wealth Management, LLC has no control over third-party sites. Your use of third-party sites is governed by the terms of use and privacy and security policies applicable to such sites. Sapling Wealth Management, LLC reserves the right to change how the content is managed and views reflected in the commentary section are subject to change at any time without notice.

Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently Sapling Wealth Management. LLC handles most of its out-of-state clients via an exemption process. For more information, please read our ADV – Brochure. You can check the firm’s background by visiting adviserinfo.sec.gov.