06/23/2026
If you're like many of my clients you have a 401K through your employer. What many conversations have lead to is that we are putting more into the 401K than our company matches. That additional money could be used to fund an separate retirement vehicle. With constant increases in everyday living expenses, why would we lock our money up until 59.5? Have you seen the power of a TFRA plan? Follow the link to schedule an appointment and I can show you what the plan looks like if you don't make any changes to your current plan vs a reallocation of above the MATCH dollars into a Tax Free plan.
https://calendly.com/christopher-hardee-transamerica/30min
