[VIDEO] How to Get the Most Out of Your Employee Benefits: A Case Study

Financial PlanningEmployee Benefits and 401(k)
Written By Kelly Klingaman
 
 

Kelly Klingaman, CFP®, RLP® walks through a case study of how to balance employee benefits like the triple-tax-free Health Savings Account and a 401(k) plan with an employer match and the ability to do a mega backdoor Roth contribution.

 

If you’d like customized help using your financial resources effectively in order to make the most out of your wealth-building years, please schedule a free consultation here or email me with questions kelly@kkfp.co

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Disclaimer: This blog post is not intended to be a substitute for specific financial, tax or legal advice. The video is for general informational purposes only. Reproduction of this material is not permitted without written permission.

Kelly Klingaman
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