The 411 on 401k®2020-10-07T23:25:07+00:00
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The 411 on 401(k)®

A 401(k) Podcast with Peter Mallouk & the Creative Planning 401(k) Advisory team

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Divorce: Does It Affect My 401k?

Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and how long the process typically takes. They also cover your options if you receive money from your spouses' retirement plan. Listen in to learn about the effects of divorce on your retirement account and what you might expect.

2020-09-13T13:29:20+00:00Categories: |Play Now|

Roth vs. Pre-Tax

Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to taxes and distributions. They also review the potential benefits of Roth contributions, while addressing how to make the best decision for your given circumstance. Listen in as they explore these topics in greater detail.

2020-09-13T13:29:32+00:00Categories: |Play Now|