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401(K) plan Upton Investment Group Zach Evers Period 4

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Zach Evers Period 4. 401(K) plan. Upton Investment Group. OVERVIEW. What is It? How Does it Work? Loans/ Withdrawls A Great Way to Save Managed by Professionals. WHAT IS IT?. Type of retirement plan for employees of participating companies - PowerPoint PPT Presentation

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Page 1: 401(K) plan

401(K) planUpton Investment Group

Zach EversPeriod 4

Page 2: 401(K) plan

What is It? How Does it Work? Loans/Withdrawls A Great Way to Save Managed by Professionals

OVERVIEW

Page 3: 401(K) plan

Type of retirement plan for employees of participating companies

Save and invest money deducted form paycheck

Established by Federal Government in 1981

WHAT IS IT?

Page 4: 401(K) plan

You decide how much to deduct from each paycheck There is a legal maximum Deductions are not taxed

You decide how to invest the money

HOW DOES IT WORK?

Page 5: 401(K) plan

Depending on your 401(k) plan rules, you can borrow money from your account

Withdrawls are restricted Money id for retirement, after age 591/2 Withdrawls are subject to a 20% tax Possible additional 10% early withdrawl penalty

LOANS/WITHDRAWLS

Page 6: 401(K) plan

Increase your take-home salary

A GREAT WAY TO SAVE

Page 7: 401(K) plan

MANAGED BY PROFESONALS


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