My employer offers webinars on different topics. This is one about 401 K.  Any misinformation is the fault of the note taker

–           Consolidate all accounts

–           By diverse your profit to spread out risks

–           Get info from a fiduciary who wants to help you not sell their products.

–           Can keep 401 with your last employer or combine it with another 401

–           Keep track of all your account access info.

–           You might want to choose a 401 K spot that has fewer fees.

–           You can take a loan from your 401 K and there is no interest. They expect you to pay it back

–           Need to start taking money out of 401 k by 71

–           Take care of yourself for personal wellness so that you do not have additional medical costs.

–           Create and implements your financial plan with a professional. It is more than just investments. What are your goals?

–           Delay taking social security prematurely.

–           Follow a systematic withdrawal plan for social security.