401(K)

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Investment Choices
Making poorly informed investment choices can result in lower returns and a smaller retirement nest egg.

Maximizing Contributions
Contributing less than the maximum allowable amount misses the opportunity to build a larger retirement fund.

Risk Tolerance
Taking on too much or too little risk can lead to significant losses or insufficient growth in your portfolio.

Catch-Up Contributions
Failing to make catch-up contributions when eligible can limit your retirement savings growth in later years.

Tax Implications
Not considering the tax impact of withdrawals can lead to unexpected tax bills, reducing available funds.

Procrastination
Putting off retirement planning reduces your options and the potential for growth, leading to financial stress later.

Employer Match
Not contributing enough to get your employer's match is essentially leaving free money on the table.

Retirement Budget
Failing to plan a retirement budget can lead to overspending and running out of money prematurely.

Early Withdrawals
Withdrawing from your 401(k) early incurs penalties and taxes, drastically reducing your future retirement income.

Additional Resources

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.