Maxed Out Your 401(k)? Do This Next

🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now

What happens when you’ve maxed out your 401(k), but still want to save more for retirement? In this episode, we talk about smart next steps for high earners and serious savers. From HSAs and backdoor Roth contributions to mega backdoor Roth strategies, taxable brokerage accounts, and more specialized tools, Anthony walks through the options that may help you make the most of extra income in the years leading up to retirement.

Here’s some of what we discuss in this episode:

💰 Extra Savings: What to do after maxing your 401(k).
🏥 HSA Power: A triple-tax-advantaged retirement tool.
🚪 Backdoor Roth: A workaround for higher earners.
🏢 Mega Roth: Check your 401(k) plan options.
📈 Taxable Accounts: Flexible savings with fewer restrictions.
🧩 Advanced Tools: When annuities or life insurance may fit.

Resources: 

Our website: https://cardinalwg.com/

Phone: (609) 362-5512

Contact our team: https://cardinalwg.com/contact-us

Schedule your no-cost consultation: https://cardinalwg.com/schedule-now

Check out our downloadable guides: https://cardinalwg.com/resources/downloadable-materials

Check us out on YouTube: https://www.youtube.com/channel/UCBoBzixGqqmOj4C4WWuuxfQ

Facebook: https://www.facebook.com/CardinalWealthGroup/

LinkedIn: https://www.linkedin.com/in/anthony-aulffo-cfp%C2%AE-75b2919b/