401k Information

Here you will find guidance and tools to help you make the most of your 401(k).

What is a 401k?

  • A Retirement Savings Plan:

    A 401(k) helps you save and invest for your future, funded by contributions from your paycheck.

  • Tax Advantages:

    Contributions are pre-tax, reducing your taxable income, or post-tax (Roth), offering tax-free growth.

  • Employer Match:

    Many employers match a portion of your contributions, giving you free money for retirement.

  • Investment Options:

    Choose from a range of funds to grow your savings based on your goals and risk tolerance.

  • Easy Access:

    Contributions are automatically deducted from your paycheck for convenience.

Answers to Common Questions

Change Contributions

How to adjust how much you add to your 401k from your check.

Change Investments

How to update you investment selections for money in your account.

Rollover & Withdrawals

When you have a job change you have options.

Meet the team

Jake Rushton

ADVISOR

Adam Lefler

ADVISOR

Office: 12012 S 700 E Ste 100, Draper, UT 84020

Call: 801-676-4572

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