Utilizing the 401(K) plan that Apple provides is an important element when it comes to your retirement planning. Some of the topics we commonly advise on are:
For general understanding for how the 401(K) plan works and its functionality, click on the provided article here.
The Apple 401(K) plan is generously designed and provides a significant opportunity to build retirement wealth. To read more about the matching Apple provides click here.
Knowing which funds to purchase in your 401(K) plan can be difficult. We provide investment counsel on which funds to purchase per your unique circumstances and risk tolerance. Contact us to review each of the funds in your plan.
Get to know us and how we can help. Contact our team for a risk-free, comprehensive review of your finances.
SCHEDULE A MEETINGIn this article we will provide a structural overview of the Apple 401(k), and the options within the plan. Each pay period, money is deducted from an employee’s paycheck and is re-directed into Fidelity. Apple has hired Fidelity to be the custodian and recordkeeper of the Apple 401(k) plan. Apple and Fidelity have pre-selected mutual...
Read MoreThere are many monetary benefits available through Apple that can make a considerable impact on the long-term financial wellbeing of their employees. Two benefits of particular note are the 401(K) match and the ESPP program. In this article, we will illustrate how an Apple employee can obtain an additional $170,100 over a 10-year timeframe by...
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