Making the Most of Your 401k
Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor. Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA) and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.
There's so much to know about your employer-sponsored retirement plan: How much should you contribute? What investments should you choose? Should you max out? What should you do with it when you leave the company? The list goes on and on.
This class will explain:
- easy-to-understand dos and don'ts of managing your 401k
- what is an employer match and how do you get it?
- what is rebalancing?
- Roth vs. traditional 401k
- what should you do it with when you leave your job
No prior knowledge is required. Feel free to come with your personal 401k questions!
