Maxed Out Your 401(k), Now What?
Maxing out a 401(k) is genuinely worth celebrating. It is also easy to mistake for the finish line.
In reality, it often marks the start of the next planning conversation. Depending on your situation, there may be additional places to direct savings, an HSA, an IRA, a brokerage account, or simply building up cash reserves.
If you happen to be between ages 60 and 63, there's also an enhanced catch-up contribution opportunity worth knowing about.
Our 2026 Retirement Tax Checklist was built for exactly this stage, helping you think through what comes after the 401(k) box is checked.
Download it at InterlockFinancial.com under “Slott Into Retirement” on the homepage.
Maxed Out Your 401(k), Now What?
