Master The 401(k):
Strategies to consider while contributing to your Retirement Account
Our San Diego Financial Planning team has developed a white paper displaying strategies for your 401(K) and how to capitalize on it’s unique opportunities
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About the author.
Tyler Abney, CFP®, AIF®
As Tidemark’s lead planner, Tyler Abney applies his thorough understanding of retirement plans and stock options in Biotech companies, to service clients within that sphere. Southern California in particular, has a high level of competition that promotes companies to implement incentives to attract and retain valuable employees.
Tyler recognizes the incentives in the form of 401(k) matching and various stock option plans and he provides guidance to help clients fully understand what the incentives imply for them and how it fits into their retirement plan.
Tyler’s extensive experience in the financial services industry, along with his in-depth knowledge of the Biotech-specific careers help Biotech employees gain confidence in their financial decisions and ultimately, help them achieve their goals.
What’s inside
What is a 401(k)?
Tax Advantages
Understand the Match
What if you need cash?
4 options for old 401(k)s
Chapter 1
The Beginning
One of the most powerful tools that an individual can use to build wealth over their lifetime, is unfortunately also one of the most underutilized. Starting from a very young age, you should not only be looking at what type of income you will be making but also, you should be looking at the different benefits that your future employer will offer. Most of us want to be able to finally hang up our shoes and not have to go to work. Before you can do that, you need to learn how to Master your 401(k).
Before we can run, we need to learn to walk.
Many have heard of a 401(k), but fail to understand how they work or why it is important to take advantage of them.
The 401k
Pages
Minutes To Complete Reading
Financial Planning for Engineers
Upcoming book!
One of the most powerful tools that an individual can use to build wealth over their lifetime.
About Us:
Tidemark Financial Partners is an independent wealth management and comprehensive financial planning services firm. Our specialty is developing holistic retirement plans that incorporate your unique employer benefits. Our team is dedicated to the specific guidance that can answer your questions and help provide your family with confidence.
Success for our clients takes a long-term relationship, learning about you and your family, your goals, values, both today and the long term. Then applying that relationship to a deep understanding of your specific industry. No matter who you are and what life stage you’re in, we can help you define where you are today and where you see yourself tomorrow.
