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Video instructions and help with filling out and completing Irs liquidating distribution
Instructions and Help about Irs liquidating distribution
Hey Dustin Tibbets here financial adviser with jazz wealth managers and today we're talking about four tips to help you avoid fees and penalties in your 401k but before we get started I am so excited about this have you seen our new product it's free we're offering it to our customers right now currently getting them signed up it's called nest egg and basically you can see your entire financial life all in one screen your bank accounts your credit cards your debt your properties your investments your insurance anything you want and it's actually a one really really cool little thing where you can see everything about yourself your net worth you can set spending goals you can budget inside of it all and you can choose to share as much or as little with us here at jazz wealth as you like because we can help you we can see exactly what it is that you need to do to get on track for any goals that you have not just retirement investing so check that out it's at jazz wealth calm forward-slash nest egg we're getting our customers signed up now but if you're interested you're welcome to try it out too just register on the page now let's get started we're gonna talk about 401k fees today I've heard a lot of horror stories from you guys out there so let's get started the first thing you want to do is don't take your withdrawals early if you can avoid it at all costs I know emergencies come up and you think hey there's some money over there maybe I'll take it from there and I'll just worried about the 401k in the future look if you took just $5,000 out and you're in the 25% income tax bracket when you take the $5,000 out your taxes and penalties are gonna be one thousand seven hundred and fifty dollars of that money so huge chunk not to mention that $5,000 doesn't get a chance to grow because you took it out so please do anything you can to not take money out of your 401k this is where our nest egg product is going to come in handy because I'll be able to help you if you call me and say look I've got these investments I've got this money you're managing retirement account I need five thousand ten thousand twenty thousand dollars what do I do well at least I can help you make the best possible choice there and hopefully avoid some fees the second thing I want you to focus on is not leaving your job before you're vested if your company matches some of your contribution then there may be a vesting period which would be really clearly displayed in the 401k paperwork all that means is that every dollar you put in the company's gonna put in some money so long as you stay at least a certain amount.