If you’re a Disney employee over 50, you might be wondering about the final stretch of your career and how to best prepare for retirement. Whether you’re planning to retire in your late 50s, 60s, or beyond, understanding how to maximize your savings during these crucial years can make a significant difference in your financial…
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A few years back, I met with a prospective client who was referred to me by a current client. She had worked at Disney for a long time and hadn’t put much thought into her 401 (k) investment allocation. Her reasoning was simple. “I work for Disney, I think the company is good, so I’ll…
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I was talking with a client recently, and she said, “Kyle, I’m getting ready to retire. I’m getting a little bit older. I want to know if I’m on track. What I really want to understand is how to best maximize my Disney 401k before I retire?” This is a common question I receive, especially…
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As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
If you have a 401k, you’ve probably wondered at some point, how to go about potentially maximizing your contributions. Here are three tips and strategies for you that may help.
Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.
Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.
How are 401k withdrawals taxed? It’s a common question but without a simple answer. A basic understanding of some of the factors can help.
Planning to retire with a pension and 401k brings some complexities. Create a solid financial retirement plan by thinking about these five key things.
Need more clarification on what Disney LTI is, how it works, and what to do when you receive it? This overview provides all the answers.
