VIDEO: What Is Vesting? Understand Your Retirement Plan Like a Pro
by Leah Woodly
Are you leaving money on the table? In this video, we break down what vesting means and how it impacts your retirement savings. Whether you’re saving in a 401(k) or 403(b), understanding your employer’s vesting schedule can help you make smarter career and financial decisions.
💡 What You’ll Learn:
- What vesting is and why it matters
- Types of vesting schedules (cliff and graded)
- Tips to maximize your retirement benefits
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.