Are you ready to rollover your 401(K)? In this video we discuss why it’s important to roll your 401(k) to an IRA when you achieve age 59 1/2 or leave service. We help you understand how an IRA offers more investment options and can reduce fees. With an IRA you can buy individual stocks, a CD, ETFs, or an annuity.

Contact Marc Montini, financial planner and licensed fiduciary at the Montini & Co Tax Advisory Group office for a free consultation today.

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If you’re like most people, retirement is probably something that you think about from time to time. It’s easy to put it off and say that you’ll worry about it later, but that can be an incredibly costly mistake. The earlier you start putting money away, the more time it has to grow and compound, meaning that you’ll be able to retire in style.

One of the ways that many people save for retirement is through a 401(k) plan. These plans allow you to contribute pre-tax money to your account, which can grow tax-free until you withdraw it in retirement. It’s a great way to get started on your retirement savings, but it can be a bit confusing to navigate.

That’s where 401K Mini Webinar by Marc Montini of Montini & Co Tax Advisory Group comes in. This webinar is designed to give you all the information you need to get started with a 401(k) plan, from choosing the right plan to understanding the tax implications.

In the webinar, Montini walks you through the basics of 401(k) plans, including how they work, the different types of plans that are available, and the benefits of contributing to a 401(k). He also goes over some of the common misconceptions that people have about 401(k) plans, like the idea that they’re only for wealthy individuals.

Along the way, Montini shares tips and tricks for getting the most out of your 401(k), like how to choose the right investments and how to maximize your contributions. He also explains some of the tax implications of contributing to a 401(k), including the way that your contributions can reduce your taxable income.

Overall, 401K Mini Webinar by Marc Montini of Montini & Co Tax Advisory Group is a great resource for anyone who is interested in starting a 401(k) plan or who wants to learn more about how to get the most out of their existing plan. It’s informative, easy to follow, and packed full of practical advice that you can start using right away. So why wait? Sign up for the webinar today and start planning for your retirement!