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December 2, 2025

Your Guide to 401(k) Plans: How They Work and Why They Matter

Today there is approximately $5.2 Trillion saved in 401(k) plans on behalf of more than 55 million active participants. Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans.

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July 10, 2025

Roth Conversion & Roth 401(k) Planning

Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer that offers this option, Roth contributions could play an essential role in maximizing your retirement income.

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