6 Tips for High-Income Earners with a 401(k)

Castlepoint Blog: 401k, Jake's Take, Retirement Savings & Income, The Point
December 15, 2022

Castlepoint Partner and Advisor Jake Weatherford, CFP® gives some tips to high-income earners on how to potentially maximize their retirement plans!

  1. Review your diversification.
  2. Is there a self-directed option?
  3. Are there any good investments in this plan?
  4. Are after-tax contributions allowed?
  5. Is my spouse eligible to contribute?
  6. Am I getting my full company match?

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Senior Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.