401(k) Archives - Retirement Elevated Podcast

Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)

December 4, 2025 Retirement Elevated Comments Off

Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies, and why it can open the door to more personalized investment choices inside a traditional retirement plan. If you’ve ever felt boxed in by limited 401(k) options, this episode shows you what’s possible and what to watch out for.

What Accounts Do I Withdraw From First In Retirement?

August 8, 2024 Retirement Elevated Comments Off

Planning for retirement involves many crucial decisions, one of which is determining the best order to withdraw from your retirement accounts. Traditional advice often suggests a sequential approach- pulling money out of one type of account completely before moving to the next. But is this really the best strategy for everyone?

Common 401K Mistakes

May 27, 2021 Retirement Elevated Comments Off

Have a 401(k)? They can be a great tool to have, let’s talk about what mistakes do you need to look out for.

What Tax Consequences Should You Be Aware Of?

January 21, 2021 Retirement Elevated Comments Off

More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.

5 Things to Know About the CARES Act

May 7, 2020 Retirement Elevated Comments Off

The CARES Act was recently passed as a response to coronavirus. What kind of financial significance could it have on you and how might you be able to benefit from it? We run through the key provisions you need to know about.

What You Need to Know About the SECURE Act

December 19, 2019 Retirement Elevated Comments Off

Americans will be getting the most significant retirement legislation in more than a decade after Congress passed the SECURE Act near the end of 2019. Let’s talk about the biggest changes you need to be aware of, how this can benefit you, and where there might be some concerns.