March 20, 2025
by Jenny LeRoy
Planning for retirement? Understanding the differences between a 401(k) and an IRA is essential for making smart financial decisions.
In this video, Jenny LeRoy, CFP®, breaks down key retirement planning strategies, explaining how these accounts work, their tax advantages, and how to maximize your savings for the future.
What You'll Learn:
✅ 401(k) vs. IRA – Key differences and benefits
✅ Traditional vs. Roth – Which is right for you?
✅ Contribution limits & tax advantages
✅ How to optimize your retirement savings strategy
✅ Common mistakes to avoid
Whether you're just starting to save or looking to refine your retirement plan, this video will give you the tools you need to build a secure financial future. As always please reach out to a Cutler Advisor for a more tailored plan, that is right for you.
Tags: Retirement Planning
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