Have you ever seen a GROUNDHOG poking its head out of the ground?

What you see is a cute little groundhog poking his head out of his burrow. What you don’t see is the complex web of precisely engineered burrows — hidden from site. These “hidden strategies” are what allow the groundhog to live a comfortable, safe life.

In this series, you’ll discover why your 401(k) strategy should be “engineered” like a groundhog burrow, because there’s a lot more to it than what you see on the surface.

Most high earners are already leveraging the power of their employer-sponsored 401(k) to save for retirement. They understand the well-publicized advantages: tax deferral, the “free money” provided by the employer match, and the “catch-up” provision after age 50.

However, some investors understand that there is so much more “hidden” beneath the surface of their 401(k) than just the visible benefits.

If you have an employer, you’re most likely planning to max out your 401(k) employee contribution, as well as your employer match. If you’re self-employed, you’re probably figuring out which retirement plan is best for your own business.

Yet when you research more ways to save, you might feel like you’re in the movie Groundhog Day because you find the same advice, over and over. This special series is designed to reveal additional “hidden” benefits of your 401(k) account that may help you supercharge your retirement plan. Whether you’re enrolled in a group plan or considering a solo 401(k) for your business, you’ve come to the right place. Some of the questions you might be asking yourself right now include:

How can I make the best use of the available investments inside my retirement account?
How do I coordinate my 401(k) with the rest of my financial plan?
What more can I be doing to save for retirement?
Are there more tax-efficient ways of saving and investing my money?

In the next series I will dive into Strategy 1; supercharging your contributions.

Bryan McCloskey is the owner of Revisionist Wealth and Work2gether member at the Downingtown location

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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

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