Your 401k Is About To Change! (How To Prepare)

by | Aug 2, 2022 | 401k | 35 comments

Your 401k Is About To Change! (How To Prepare)




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35 Comments

  1. R L

    How bout you eliminate the $20,500 limit so I can put as much cash as I want in it to retire earlier

  2. Ponskippa

    If they’re going to get rid of social security, they better give me a refund on all the money I’ve put into it to this day

  3. jusTOOfresh

    Cryptos are generally too volatile to be deemed a smart or safe retirement investment vehicle. Proceed with caution.

  4. vijayan chomatil

    So are ETFs better than 401k??? I'm confused..

  5. Paul Bernitt

    Great stuff. At bottom of recession consider doing a roth conversion for 401k. As economy fails fire sales become available. Cash savings become really important in a bad economy to make returns on reduced prices. Dont sell stock in a down market unless you need to reduce income tax burden. Its not the economy that creates personal wealth, its the quality of the choices made by the individual.

  6. Martin Gomez

    Hi is the link to the Vault golf a legitimate website to purchase gold ?!?

  7. Adrian hoverter

    SSI is only in the hole because the fund keeps getting pilfered by lawmakers for pet projects.

  8. Terry Smith

    Ok if the gov wants to start mandating financial responsibility which is what your talking about THEY NEED TO START WITH THEMSELVES don't act like they know aD&€? Thing about financial integrity

  9. Terry Smith

    Dude stop saying the gov wants their fair share in taxes. There's nothing fair or shared when it comes to taxes. We will not have a free society until society accepts nothing is free

  10. I'm Sorry

    Pensions (and benefits such as health care) came about as a way to lure people away from their farms and into working for someone. It used to be when you got old enough that you couldn't work on the farm the younger generation would take care of you. If you had a farm to work and family to take it over you didn't need to go work for some company, you were self sufficient. Pensions were a promise to take care of you when you retire and can't work anymore. So yes, it makes absolute sense that a company would take care of you after you leave and are not producing anything as that's the deal that was made.

  11. Gregory JD

    You are a Great Educator, A Great Man, and A Great Leader. Thank you for everything.

  12. Lisa Finger

    How about the government putting the billions of dollars they stole from social security back.

  13. Dan Stevens

    One of the biggest benefits of a pre tax 401k is reducing your taxable income this reducing your marginal tax rate and your overall potential tax liability

  14. Dan Stevens

    Theres not a step up cost basis in an inherited ira or 401k… only in a non qualified account

  15. Scott G

    My agency offers a 401(a) instead of a 401(k). One advantage of the 401(a) is that the agency contributes 8% of your annual gross (before overtime) into your account regardless of whether or not you choose to contribute. It’s not a “match.” Because I was 42 when I started with the agency, and also a bit behind on retirement savings, I chose to contribute 12% of my entire gross on top of a 4% contribution to a 457 Roth. I’ll have a very small public pension as well as a standard IRA when I go to retire, but I’m still super nervous about what my retirement figure is going to look like. I’m not even depending on Social Security being around when I retire.

  16. Janna Ledferd

    Invest and save on low wages and inflation….. Right.

  17. Janna Ledferd

    The government cons. Insurance cons. High interest loan cons. So many cons strangling this country.

  18. GoldenPheonix

    Can you buy crypto without fees?

  19. World in RooView

    On the catchup they have to pay going in an going out? Yeah… no thanks.

  20. Jacob Herrin

    Crypto could destroy retirement savings. Maybe itll increase the crypto prices like ETFs do stocks

  21. The Dude

    None of you really know what’s going on… such a shame

  22. Shy Guy

    Maybe I should open up a 401k company like the student loan crisis you should have opened a college when that Bill passed

  23. Shy Guy

    Sounds like the government is taking away the people's responsibility and forcing them into this tax trap.

  24. devona edwards

    You should’ve stayed in your country of origin and used all of this genius to help your people.

  25. Ashley Feagin

    What do you offer to your employees since you don't offer a 401k?

  26. Vested

    Hey man. Sorry but I had to throw out one correction. There is no step-up in basis in a 401k because it’s all pre-tax money to begin with. Every dollar that comes out of your 401k (and trad. IRA) is always 100% income no matter what. A step up in basis does no preclude you from paying taxes out of a retirement account. That’s the point of them. The government says, “we will let you avoid taxes now, as long as we guarantee we collect taxes later, i.e. age 72”. It’s just counterintuitive.

    Step up in basis only applies to non-qualified accounts like individual brokerage accounts or JTWROS accounts, but there is no requirement by the government to realize taxable gains at any point in your life in those types of accounts. Point being, those accounts can continue passing onto your heirs forever and always, getting step ups whenever the new account holder dies, and no taxes are realized (barring specific types of investments but let’s not go there).

  27. Andra Toma

    The best thing should be to ELIMINATE the minimum age of taking money out….or should be EIGHTY

  28. Andra Toma

    Three percent is NOTHING! They should save minimum 10%

  29. Miamis4me

    This is the first time I see your videos. Love your content..going to binge watch lol. New sub

  30. Chris Denham

    Minority Mindset Can you elaborate on why you don't like the 401K model? It seems like a great choice, free money. My job matches 6%, so if I contribute 6% that is 12% right off the bat.

  31. Julie Anderson

    More reasons to be self employed.

  32. Luis Gamez

    What about the pensions of the politicians? Their pensions aren't being cut. Maybe they should lower their salaries and pensions. There is a lot of ways the government spends and wasted the taxpayer's money that could be used as social security.

  33. Oscar Rodriguez

    401ks and IRAs do NOT qualify for the step up rule. You are incorrect about your example of someone dying and their kids not having to pay taxes on the million dollar profit that comes from a retirement fund.

  34. Chris Follett

    Retire early die early is a myth.

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