Last Paycheck Podcast
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Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Watch on YouTube: https://youtu.be/3WCXtTsq4Hg
Can you save too much in a traditional 401K?
CFP Professionals Rob Hoxton and Jimmy Sutch explore why putting more money into a traditional 401K isn’t always the best retirement strategy. They break down the different tax buckets available to investors and explain why relying too heavily on pre-tax savings can create challenges later in life.
Jimmy and Rob discuss four key considerations: having enough liquidity before retirement, building tax diversification, managing required minimum distributions, and understanding how your retirement accounts can affect your heirs. They also compare pre-tax, Roth, and taxable accounts, including how large pre-tax balances can increase taxes and Medicare premiums in retirement.
Visit: http://www.thelastpaycheck.com
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you’d like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell – https://hoxtonpm.com/think-ahead-book/
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.
