World Model · podcast knowledge graph

Three Lesser-Known But Powerful 401(k) Features

2026-09-12 · 15 min · 8 entities

Asserted relationships

  • → appeared on Motley Fool Hidden Gems Investing podcast
    0.82
    evidence rules-v5
    Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon
  • → hosted by The Motley Fool person
    0.55
    evidence rules-v5
    Feed author/publisher: The Motley Fool
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

Entities found in this episode

persons 3

  • mentioned Robert Brokamp person
    0.86
    evidence rules-v5
    Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon
  • mentioned The Motley Fool person
    0.70
    evidence rules-v5
    Feed author/publisher: The Motley Fool
  • hosted by The Motley Fool person
    0.55
    evidence rules-v5
    Feed author/publisher: The Motley Fool

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

concepts 2

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

podcasts 1

Episode description as stored
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®, EAEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices