Broker Check
Stas Politis, CPFA®
Stas Politis, CPFA®
Upward Wealth Group, LLC Employer-Sponsored Plan Advisor & Investment Representative
https://www.upwardwealthgroup.com (561) 345-3992

At Upward Wealth Group, we understand the critical role of employer-sponsored plans in talent retention and employee financial well-being. By reducing financial stress, these plans foster a healthier work environment and enhance productivity and performance. With our tailored approach, we ensure that your company's retirement plan is not just effective but also aligned with your organizational goals.

Our services cater to a diverse clientele, including self-employed professionals, entrepreneurs, business owners, and executives/trustees seeking to optimize their retirement savings. With decades of experience and a commitment to personalized solutions, we specialize in crafting employer-sponsored retirement plans that suit your specific requirements. Whether you prefer a straightforward, easy-to-administer plan or a more intricate one tailored to your unique circumstances, we've got you covered.

Given their substantial contribution to our retirement nest eggs, we recognize the significance of 401(k) plans in retirement planning. It's essential to synchronize all your savings and investments inside and outside employer-sponsored retirement plans to maximize their combined potential in achieving your retirement objectives. By harmonizing these elements, we can build a comprehensive portfolio that works synergistically toward securing your financial future.

Let's collaborate to design a retirement plan that meets regulatory requirements, empowers your employees, and positions your business for long-term success. Reach out to us today to embark on this journey toward financial security and prosperity.

Do You Know What to Do with Your 401(k)?

Taking Charge of your 401K ebook cover

A 401(k) Can Play a Key Role in Your Retirement Strategy

  • Gather powerful information that could potentially save you thousands in taxes and fees
  • Learn tips to help put you one step ahead in your retirement preparations
  • Learn how to avoid critical 401(k) mistakes that can be difficult to correct

Choices to Make About Your 401(k)

Stay Put

Stay Put

If you're happy with your former 401(k), you can leave your account where it is.

Take Your Plan

Take Your Plan

You can roll over your old 401(k) into your new employer's program.

Understand Your Choices

Understand Your Choices

You can elect to roll over your traditional 401(k) into a traditional IRA.

Many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement."

- From Take Charge of Your 401(k)

Take Charge of Your 401(k)
What Should You Do With Your 401(k)?

What Should You Do With Your 401(k)?

Every time you change jobs, you have some decisions to make about your old 401(k). In this ebook, we outline your four choices and explain the considerations of each.

It's Time to Take Control.

If you switched jobs or are preparing to, download your complimentary ebook to help you decide what to do with your 401(k).

Get the eBook

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