This event has been postponed. Check back for a new date in 2024.

If you have no extra funds to put away in your 401(k) because of money pressures such as paying for a car, housing, student loans, and family, you are not taking advantage of the power of your 401(k).  But, there may be a way to protect your paycheck and participate in your 401(k) at the same time, especially if you get a tax refund.

We’ll discuss how getting a tax refund can interfere with your 401(k) participation, with examples of how over-withholding taxes works against you.  We’ll show you how to redeploy that refund into savings.   You’ll need to do that to protect your employer’s match.   

In this program, we’ll go through the special relationship between your W-4 and your 401(k), with examples of how to manage your W-4.  Learn how to make your 401(k) contribution affordable – by using taxes withheld from your paycheck.    

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