Your company’s retirement plan gives you more than just an employer match.

Payroll deductions towards a 401(k) plan make it simple to fund retirement savings.

As employers phased out traditional pensions, 401(k) plans were introduced to fill the gaps. Named for the subsection of Internal Revenue Service code that allows for them, these accounts have become the primary retirement savings vehicle for many people.

Click to read the entire article: 6 Benefits of a 401(k)

CFP® Subscription Financial Planning

At OakCrest we’re continually trying to be at the forefront of planning for our clients. We assist our clients:

    • To become organized with our digital financial planning tools,
    • Stay on track towards their goals for retirement, college or buying a home,
    • Aggregate and see all their financial accounts in one place,
    • Comprehensive approach to investment management,
    • And receive monthly economic updates with OakCrest Insight.

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