Steve touches on the do’s and don’ts for retirement planning with regard to the new tax changes.

 

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If you’ve maxed out your 401k but want to keep adding to your retirement before the year is up, tune in now. Most companies allow a slightly different contribution opportunity that not many are aware of.

 

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Steve talks about how you can take advantage of tax loss harvesting in the current market and what you can do with a maxed out 401K.

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Steve discusses yield curves and what an inversion of yield curves could mean for the market

 

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Steve discusses market sectors, how they rebalance, and how they can impact your portfolio.

 

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Steve sheds light on the possible next steps for your 401K through in-service withdrawal. What is your next step?

 

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