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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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.
Knowing what to do when inheriting a 401k doesn’t have to add stress to what is often a difficult situation. A few easy steps can help.
Just like doing laundry, there are certain financial chores that should be revisited regularly. Here are the top 3 financial chores to keep you on track.
Disney Cast Members have the option to participate in a 401k with company match. Many cast members have a lot of questions about the program and how it works. This in-depth article provides all of the need to know information.
How much will I pay in taxes in retirement?
