165. Maximize Your Employer Benefits No Cap

Show Notes | September 7, 2023 | Episode 165

VirtForce supports milspouses in the full spectrum of work, from remote gig-based and project-based work all the way to on-site hourly and salary work. That’s why we are kicking off a series where military spouses can understand what their retirement savings plan options are no matter where they fall on the work spectrum.

In Part 1 of this series, we have accredited financial advisor, Kate Horrell, revealing the secrets to maximizing your company’s retirement savings plan as a W-2 employee. 🤑 Don’t let these money-makers slip through your fingers; hit that play button now and start building a secure financial future. 💰

00:00 🚀 Intro
01:00 💼 Meet Accredited Financial Advisor Kate Horrell
01:34 💯 VirtForce Supports Milspouses in the Full Spectrum of Work
02:08 💰 Retirement Savings Plan Options for W-2 Employees
02:37 🤑 Defined Contribution Plans – 401k, 403b, and 457s
03:14 💸 Traditional Tax Treatment
03:28 🏦 Roth Tax Treatment
04:31 💵 Pensions
06:26 👛 Employer Matching
07:55 📝 Make Sure You Get the Deets

Links and Resources

Kimber Hill LinkedIn: https://www.linkedin.com/in/kareergal/
Kate Horrell LinkedIn: https://www.linkedin.com/in/katehorrell/
Ep. 142 Are Travelers’ Benefits the G.O.A.T.?: https://bit.ly/vf142GOAT

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