This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
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Are you doing “all the right things”: maxing out your 401(k), opening brokerage accounts, maybe even doing backdoor Roth contributions, but still feeling unsure if your money is actually working together?
According to the Nationwide Retirement Institute, 58% of millennials believe they have to choose between buying a home and saving for retirement. That belief creates a lot of stress and in many cases, unnecessary financial pressure.
Choosing investments inside your 401(k) doesn’t have to be complicated, but for many people, it feels overwhelming.
If you’re in your 40s or 50s, earning a solid income, and still wondering “Am I actually doing the right things?”, this case study is for you.
You Don’t Have to Choose Just One: Using a Roth IRA and Roth 401(k) Together
What if you could retire earlier than you think, but fear is holding you back?
Most people have no idea they’re leaving money on the table, especially when it comes to old pensions, forgotten retirement accounts, and benefits from jobs they held years ago.
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
The IRS just announced the official 2026 contribution limits for 401(k)s, 403(b)s, IRAs, Roth IRAs, SIMPLE plans, and catch-up contributions, and there are some meaningful increases you don’t want to miss.
A 60-year-old nurse was almost convinced to move her $800,000 401(k) into an IRA with the same custodian, and it almost cost her nearly $7,000 a year in new advisory fees. All for what? “Someone watching her account.”