Everything You NEED To Know About Your 401(k) on National 401(k) Day!

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Mega Backdoor Roth Strategy
https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn 

Money Walks Episode 2
https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj 

Tax Reduction Strategies: https://bit.ly/45XTa5a 

Retirement Checklist: https://bit.ly/4n7DJ1a 

Sources:
• Average 401(k) Balance by Age (Vanguard "How America Saves"): https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2025/has/2025_How_America_Saves.pdf 

• 401(k) Early Withdrawal Exceptions & Rule of 55 (IRS): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions 

• Required Minimum Distribution (RMD) Rules (IRS): https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs 

• Explanation of Sequence of Returns Risk (Investopedia): https://www.investopedia.com/terms/s/sequence-risk.asp 

• Reddit Post for 'Asking for a Friend': https://www.reddit.com/r/FinancialPlanning/comments/1h7qsyk/with_a_1_million_401k_couldnt_you_just_live_off/ 

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Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.