Kingsbridge Office Hours are a series of open invitation sessions to call and ask questions one-on-one to financial professionals from Kingsbridge.

For this session, we will answer any question you have about Making the Most of Your Workplace Retirement Plans.  Your 401(k) or other employer-sponsored retirement plan is often the most powerful tool you have to save for long-term goals, but these plans can sometimes be underutilized.  This session will answer questions such as:

• What is the right amount to contribute to my 401(k)?
• My employer doesn't match, should I still contribute?
• What if I need this money before retirement?
• Are Roth or pretax contributions better for me?
• Can I take advantage of Mega Back Door Roth Conversions?
• If I am currently contributing the IRS maximum amount, what do I do next?

Call any time during the session to ask your questions one-on-one, we will answer anything and everything related to this topic.

Please also forward this even to your friends and family, you don't need to be a client to to ask questions!

PPG-6512593.1 (3/24) (Exp. 3/26)