401K Plans Beaver Dam WI

This page provides relevant content and local businesses that can help with your search for information on 401K Plans. You will find informative articles about 401K Plans, including "What is a 401K?". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Beaver Dam, WI that can help answer your questions about 401K Plans.

Stacy M. Braaksma, CFP®
(920) 885-3388
PO Box 516
Beaver Dam, WI
Firm
Parent Dott CPAs
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Anna M Kottke, CFP®
(920) 387-6109
209 Horicon St
Mayville, WI
Firm
M&I Financial Advisors, Inc.

Data Provided By:
Mr. Greg A Schroeder, CFP®
(920) 262-8126
205 N Second Street
Watertown, WI
Firm
BMO Harris Financial Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Michael E. Williams, CFP®
(920) 261-0511
402 Bernard St
Watertown, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Income Management, Tax Planning, Wealth Management

Data Provided By:
William Baxter
Paladin Partners, LLC
(414) 202-8900
250 East Wisconsin Avenue
Milwaukee, WI
Expertises
Advising Entrepreneurs, Advising Medical Professionals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Mr. William H. Niemuth, CFP®
(920) 485-4612
319 E Lake St
Horicon, WI
Firm
SII Investments Inc

Data Provided By:
Mr. Nick A. Witte, CFP®
(920) 261-2375
535 Milford Street
Watertown, WI
Firm
Ameriprise Financial
Areas of Specialization
Tax Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided By:
Mr. Jeffrey S. Taylor, CFP®
(920) 262-2298
109 Oakridge Ct
Watertown, WI
Firm
ISB Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Planning, Wealth Management

Data Provided By:
Jeffrey Lokken
Financial & Investment Management Group
(608) 779-0300
1837 East Main Street
Onalaska, WI
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Kevin Reardon
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Data Provided By:

What is a 401K?

Answer:
A 401K is an employer-sponsored retirement plan

that allows employees to deduct a percentage from their paychecks, which are invested into the fund. The amount that is put into a 401K is tax deductible, up to certain limits.

Typically, companies offer to contribute a certain amount as well to each employee’s account. This contribution is generally setup so the company will only contribute the same percentage the employee does or less.

For example, if you invest 6 percent of your pretax income into your 401K, depending on the company, your company may contribute another 6 percent for you, or perhaps only 3 percent. The amount matched is up to the employer. You will also gain the benefit of having to pay taxes on 6 percent less of your income as the 401K investment is tax-deferred .

...

Click here to read the rest of this article from QandAs.com