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Getting the Most Out of Your Retirement Savings

traditional IRA and Roth IRA

Contributed by: Christina Hester Snyder, Associate Partner and Wealth Advisor, Jacob William Advisory

 When you’re planning a vacation, you spend time thinking about how you’re going to get there – whether that be by car, plane, train or boat. It depends on your preference, your budget, your destination and your specific goals for the trip.

Getting to retirement can be a wild ride. Like planning a vacation, there are many retirement savings vehicles – and having an understanding of each one is important to get you where you want to go.

Watch the on-demand webinar to learn how to get the most out of your retirement savings. You’ll learn more about:

  • The differences between IRAs, Roth accounts, 401(k)s and other retirement savings vehicles
  • Tax-efficient savings and withdrawal strategies
  • How to get the most out of your employer plan
  • Retirement savings options for small business owners
  • And more!

Click here to watch “Getting the Most Out of Your Retirement Savings” at your convenience.

 

 About Christina Hester Snyder

Christina is an associate partner and wealth advisor at Jacob William Advisory with a storied 20-plus year career in financial services. Christina is known for her commitment to her clients and is dedicated to helping them alleviate their financial fears through education and planning that goes far beyond investments. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management, and business planning. Christina graduated from the University of Baltimore with a Bachelor of Science in Business with an emphasis in international business. She also holds many professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RIPC®), and Certified IRA Services Professional (CISP™). She is an active member of her community and is involved in many professional and nonprofit groups, including acting as the president of the Maryland chapter of Women in Insurance & Financial Services and serving on the board of a nonprofit that helps Maryland families with financial hardships. To learn more about Christina, please click here.

Additional resources are available here: https://bit.ly/39MK92w

Ready to speak with an advisor? Click here to request a 30 min phone call!

Jacob William Advisory | 9515 Deereco Rd. | Ste. 201 | Timonium, MD | 21093 | 410.821.6724 | info@jacobwilliam.com | www.jacobwilliam.com

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.