Employee Financial Resource Center

[VIDEO] How to Prioritize Your Savings
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Featured Video Play Icon
To save or not to save? Of course you should be saving! But, it can be complicated when you don’t know where to start. Should you pay off your car loan first, or save more for retirement? Tune in to view our handy hierarchy of savings! Securities and investment advisory services are offered solely through  Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →
[VIDEO] Roth for Retirement: You Might Be Missing Out!
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Featured Video Play Icon
Have you considered Roth contributions to your retirement savings? If you haven’t looked into the potential benefits of Roth contributions, or it’s been a while since you’ve thought about it, tune into our thoughts on Roth for Retirement. Then, get nerdy like us and look at the numbers – check out the Roth vs Traditional  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL