What Do I Do After I Max Out my 401k with Ariel Ward

Ariel Ward, CFP joined Workable Wealth in 2018 as a Financial
Planner and in March of 2019, made the move to Abacus Wealth
Partners with me as a Financial Planner. She and I work closely
together on our clients. She has 11 years of experience in the
field of personal financial services and in helping clients
develop financial clarity. She is passionate about helping
professionals understand their financial lives and make better
decisions with their money. She enjoys working with clients in
the aviation industry to make the most of their employee benefits
and map out a plan for personal financial strength. She is a
member of NAPFA, the XY Planning Network and the Financial
Planners Association.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Options to save after you’ve maxed out your 401k

401k limits for singles and married couples

The definition of a backdoor Roth IRA and some considerations
around it

Income limitations for Roth IRA

What you should have set up before doing a backdoor Roth IRA

Why you should work with a financial planner if interested in
the backdoor Roth

Tax considerations when utilizing the backdoor Roth IRA

When to begin contributing to a 529 Plan and how much

What to look for when investing in a taxable account

What capital gains taxes will look like based on income and
time

How to take advantage of a Health Savings Account (HSA)

Some ages to keep in mind if you are utilizing an HSA

How you should prioritize your savings goals



GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Workable Wealth Website

Ariel’s e-mail

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