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401K Planning White Paper

401k planning white paper copy HFG Trust

What's Inside

  • BUILDING A LONG-TERM INVESTMENT STRATEGY
  • TAX SAVING STRATEGIES
  • OVERVIEW OF STOCK, BOND, AND BLENDED TOTAL RETURNS

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Download Our Free White Paper

With Disappearing Pension Plans, A Diminishing Social Security Trust Fund, And Increasing Longevity, Personal Retirement Savings Are More Important Than Ever.

This white paper, written by Financial Advisor, Megan Nichols, CFP®, will provide a quick review of some retirement saving and 401(k) plan basics, and the balance will provide guidance on how to approach selecting investments in your retirement plan.

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© 2024 HFG Trust, LLC. All rights reserved. HFG Trust, LLC is a state-registered Trust company and wholly owned subsidiary of Community Frist Bank. Registration as a “Trust” company does not imply a certain level of skill or training. The materials contained herein are for informational purposes and are not legal documents, and do not act as legal advice. Please consult with an appropriately credentialed professional before making any financial or legal decisions. The materials contained herein do not take into consideration your personal circumstances, financial, legal or otherwise. Any articles and/or opinions expressed herein do not necessarily reflect the view of Community First Bank or HFG Trust, LLC, but remain solely those of the author(s). The advertisements contained within this publication are not endorsed or recommended by Community First Bank and HFG Trust. Therefore, Community First Bank and HFG Trust may not be held liable or responsible for business practices of these companies.