401K Plans

A 401K plan is one of the wisest financial investment that you can ever make during your employment years. Statistics report that a retirement crisis is currently in existence, as about 1/3 of Americans from the working age bracket does not have any pension or retirement savings. At Exemplify Financial Services, LLC , our goal is to help you beat that statistic.

Roth 401K Rollovers

It is also possible for your 401K to be “rolled over” into an IRA, whether traditional or a Roth. Doing so will allow you to be in control of your retirement funds.

401K Key Features

A 401K is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts.

Tax Deferred

This type of investment allows you to pay your taxes at a later time, allowing you to maximize your income savings during your employment.

Choice of Contribution

You can choose the amount of your contribution per income pay. You can also make changes to your contribution any time.


Even if you leave your current employment, you will still be able to continue your 401(k) investment through a rollover into an IRA.

Full Support

At Exemplify Financial Services, LLC, we will be offering you with the best assistance, tools, and resources that you need for your 401(k) plan to allow you to keep track of your retirement financial goals.

Why a 401K?

Prepare for your retirement through the 401K retirement savings plan provided by your employer or an SEP IRA if you are self employed. With a 401K, you can accumulate tax-deferred savings that you can use for your retirement.

The 401K investment is for anyone who wishes to maximize their income savings.

A Texas resident from Dallas or Fort Worth? Don’t hesitate to get in touch with Exemplify Financial Services, LLC today about your 401K. It’s high time that you plan for your retirement.

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