401(K) FAQs

As we wrap up 2020, we thought we'd take sometime in the last podcast of the year to discuss a number or questions that come up when folks think about 401(K)'s. As you listen, in you may well discover a few fine points that help with different aspects of your 401(K) planning. If you'd like to review your retirement plans with Glenn after the Holidays, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends, family and colleagues.

Happy Holidays!

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.