While your day-to-day management of a 401(k) doesn't have a direct impact on your annual tax return, understanding the nuances and taking strategic steps can help enhance your tax efficiency and financial well-being. 🧠

Learn more here: bit.ly/3VwNYSl

Curious about IRAs? 💡 Dive into our IRA article, setting the stage for a year of informed decisions and a brighter retirement future: bit.ly/3VxysFR

Learn more about the SECURE Act 2.0 in our Learning Center: bit.ly/3TmQ3yG 💡

Forbes has named us as one of America’s Best Startup Employers for 2024, along with lots of Brex customers! Congratulations Scale AI, @ClickUp, @DevRev, @DivvyHomes, @Dremio , Fireblocks, @Gladly, Gong, Grafana, Human Interest, Postscript, and Substack!…

2024 is a #LeapYear , and today’s our extra day! But what does that mean for your wallet? 🤔

While Black History Month 2024 is coming to a close, the discussion around workplace and retirement equality will not. Let's continue the conversation on how employers can make a lasting impact on closing the retirement savings gap. 🌐💪

Inheritance inequities affect retirement security for Black Americans. 💡 #BlackHistoryMonth

Less access to employer-sponsored retirement benefits puts Black workers at a financial disadvantage. 🤔 #BlackHistoryMonth

Every relationship is a unique story, and so is your retirement journey. 🚀💕 #RetirementPlanning #ValentinesDay #RetireTogether

Black Americans make $13,000 less than white Americans a year on average. #BlackHistoryMonth #RetirementInequality

Don’t miss our RetirePath Virginia webinar this Thursday, February 8, at 9 a.m. / 12 p.m. EST! 🗓️ Register here: bit.ly/49lcbyz

Virginia business owners, are you set up for retirement success? 🚀 Join our RetirePath Virginia webinar on February 8, 2024, at 9 a.m. PST / 12 p.m. EST. Sign up here: bit.ly/3umWOXt

Achieving financial security in retirement is a challenging journey for many Americans, but it’s especially arduous for Black Americans. This #BlackHistoryMonth , we’ll dive into the many hurdles Black Americans face when saving for the future as #RetirementInequality persists.

On #InternationalDayOfEducation , let's shine a light on the realities of retirement savings in the education sector. 🍎

As a business owner, you might not be fully aware of the untapped advantages that providing a 401(k) plan can offer. Join us for a 45-minute webinar to explore the benefits for employers in offering a retirement plan to their employees! 💡

On #GetToKnowYourCustomersDay , we applaud businesses like Snap Tire for their inspiring journey and success! 🎉💼