Expanding Your Retirement Strategy: Building Flexibility Into Your Retirement Plan

For many business owners and executives, maximizing a 401(k) is just the starting point.

In this discussion, Justin Jacobs, Executive Vice President, and Patrick Krulik, Head of Investments, explore how to think beyond traditional retirement plans. They outline additional strategies, from maximizing employer benefits like HSAs to incorporating taxable investment accounts and non-qualified plans, all with the goal of building a more flexible and comprehensive approach to long-term planning.