401K Plans Helena MT

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 Helena, MT that can help answer your questions about 401K Plans.

Janet Hedges, CFP®
(406) 442-1128
7 W 6th Ave Ste 518
Helena, MT
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Daniel L. Chamberlin, CFP®
(406) 442-1066
800 Sixth Avenue
Helena, MT
Firm
The Chamberlin Group, Inc.
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Christopher A. Field, CFP®
(406) 443-6004
40 W Lawrence St
Helena, MT
Firm
The Investment Group

Data Provided By:
Ms. Veda Murray, CFP®
(406) 257-2522
PO Box 143
Kalispell, MT
Firm
Whitman & Murray Inc

Data Provided By:
Mr. Shaun M. Seedhouse, CFP®
(406) 294-6400
19 36th St W
Billings, MT
Firm
Thrivent Financial for Lutherans

Data Provided By:
Mr. Bruce D Haswell, CFP®
(406) 447-2280
350 N Last Chance Gulch Fl 2
Helena, MT
Firm
Wells Fargo Private Bank

Data Provided By:
Mr. Peter Daniel Sullivan, CFP®
(406) 443-6300
111 N Last Chance Gulch St
Helena, MT
Firm
Sullivan Financial Group, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Robert Frey
Professional Financial Management, Inc.
(406) 587-1604
945 Technology Blvd., Suite 102
Bozeman, MT
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Kimberly A. Hartman, CFP®
251 Edelweiss Dr Ste 3A
Bozeman, MT
Firm
Montana State University

Data Provided By:
Mr. Douglas C. Wolfe, CFP®
(406) 538-6816
505 W Main St Ste 402
Lewistown, MT
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
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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 .

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