Financially Well
Kevin Mahoney, CFP®
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The Risk of Sunlight and Tax Breaks
• 8 minResearch suggests that, when you invest in a 401(k), the tax break earns you an extra 0.73% each year. But you also lock up that money until you’re 59 and a half. Is that risk worth the benefit to you? Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses how we evaluate financial benefits and risks. We need to keep the big picture in mind. The connection between financial flexibility and living the life we want is strong. We can’t dismiss that benefit. Welcome to Financially Well, the finance podcast for Millennials.
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