CONTACT US TODAY
925-215-5600



How to Become a 401(k) Millionaire

Stephanie Colestock | Yahoo Finance | Jul 26th, 2022
Category: Education

The number of 401(k) and IRA millionaires reached an all-time high in the first quarter of 2021, according to Fidelity Investments. Retirement account balances have been steadily recovering in the year since COVID first emerged, even surpassing pre-pandemic levels.

Today, more than 365,000 Fidelity investors boast seven-figure 401(k) balances, along with more than 307,600 IRA millionaires.

A well-funded retirement account can afford you the financial security you need after your career ends. But to become a 401(k) millionaire, there are several steps you’ll need to follow.

Read More »




A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.