Tag: Roth 401K

FEATURE
401(k) 101: Getting To Know The Basics (Ep. 96)

401(k) 101: Getting To Know The Basics (Ep. 96)

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Enrolling in a 401(k) plan seems intimidating because the restrictions can be confusing, but it doesn’t have to be! 

In this episode, Peter Raskin takes us back to the basics of retirement planning with 401(k) plans. He explains what a 401(k) plan is, gives 6 enticing reasons why everyone should participate in a 401(k) plan if their employer offers it, and shares his professional advice around what a 401(k) plan is best suited for.

Peter discusses:

  • What a 401(k) plan is
  • 6 reasons why an employee should participate in a 401(k) plan if their company offers it
  • Why it’s best to avoid taking money out of a 401(k) before retirement
  • How to choose between a traditional 401(k) and a Roth 401(k)
  • The costs associated with a 401(k) 
  • And more

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CRN-5485881-022723

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representative of Lincoln Financial Advisors. 

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
5 Financial Areas To Consider When Year End Planning (Ep.88)

5 Financial Areas To Consider When Year End Planning (Ep.88)

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The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning.

In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to get them thinking about planning for the rest of the year.

Peter discusses:

  • How to approach the last quarters planning
  • What you should be thinking about when it comes to your assets
  • Thinking of marginal tax brackets as someone climbing a ladder
  • Cash flow issues to consider when year end planning
  • Insurance planning issues to consider for year end
  • And more

Connect with Peter: 

Schedule Time with Peter:

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

CRN-4967649-092622