Everything You Should (and May Not) Know About 401(k)s

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Paul D Horn CFP CPWA MS

There are a variety of advantages that individuals and businesses aren’t aware of when it comes to maximizing the value of a 401(k) plan. Financial planners Jim Puplava and Paul Horn explain everything you need to know and answer the following questions:

  1. What are things people should know about their 401(k) that they probably don’t?
  2. When do you recommend using a Roth over a traditional 401(k)?
  3. How does Net Unrealized Appreciation (NUA) work?
  4. What is an in-service rollover?
  5. Isn’t using a target fund good for people since it is the most common investment strategy?
  6. How can a business owner benefit from offering a 401(k) to their employees?

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About James J Puplava CFP

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