Five 401(k) Fundamentals

Castlepoint Blog: 401k, Drew Garner, Financing Strategies and Debt Management, Investment Planning, IRA, Retirement Savings & Income, The Point
June 02, 2023

With all the rules and options, starting a 401(k) plan through your employer can be a daunting task. In this video, Castlepoint Partner, COO & Advisor Drew Garner, CFP®, provides a comprehensive 401k overview, offering valuable insights for individuals seeking to maximize their retirement savings. Drew highlights the benefits of employer matching and emphasizes the value of taking advantage of this “free money.” He discusses contribution limits, vesting schedules, types of 401k plans (traditional and Roth), investment options, and the significance of matching contributions. This video is a must-watch for those seeking a solid understanding of 401(k) fundamentals!

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 | Drew Garner - Partner, COO & Advisor

Drew Garner, CFP®

Partner, COO & Advisor

Drew Garner serves as COO and a Wealth Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. Drew is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.
Read more Drew Garner’s blog posts and articles.