Traditional 401k vs. Custom Built Tax Strategy

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1: Depending on age; 2: Usually 100% taxable depending on if any Roth or after tax money was contributed which could be tax free; 3: Depending on a clients age & demographic of the company & their employees; 4: Employer contributions are not subject to Federal income tax withholding or FICA or FUTA taxation.
Neither Podell Financial Group, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.

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