Front Loading Your 401(k)? – Don't Forget The True Up

by CHZ

“Is front-loading my 401(k) a good idea?”

Front-loading can be a savvy investment decision, but if done without due diligence, may end up costing you far more than you’d gain. In this video I review the importance of the “true-up”.

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Hi, my name is Rick Vazza, and I’m a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and President of Driven Wealth Management where I develop business and personal financial plans and help clients achieve their goals.

I’ve been fortunate to work with and learn from my amazing clients. Unfortunately, our industry has long neglected helping people that can’t yet afford our one on one services.

“Can’t afford a planner? Well, go figure it out on your own…” remains the standard industry answer.

That needed to change. And that is why I built this channel. To provide quality education to help empower you to take control of your finances!

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DISCLAIMER: These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

Driven Wealth Management is an Investment Advisor registered with the State(s) of CA, TX. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.


1 comment

Driven Wealth Management September 19, 2020 - 4:23 pm

This question came from an enrollee in our Live online financial planning class, Drive To Financial Freedom. Learn more about the class here:


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