Three Lesser-Known But Powerful 401(k) Features

In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.
In this episode, Robert discusses:
-Advocating with your employer for more features and better investment choices
-How a self-directed brokerage within can help both the stock and non-stock side of your portfolio
-How to implement the mega backdoor Roth
-How the rule of 55 (or 50) can allow some people to make withdrawals a few to several years before age 59 1/2 and avoid the 10% early distribution penalty.
Have a question for our upcoming financial planning mailbag episode? Email it to podcasts@fool.com.

Host: Robert Brokamp, CFP®, EA
Engineer: Bart Shannon

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