Episode 23: Jake Rushton Gets Real About Roths and Higher Taxes on the Horizon
Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing things with social media engagement. He’s part of a younger generation of plan professionals who are overturning and improving on a traditional, staid (some would say boring) defined contribution system and actually making 401(k)s fun, attracting attention, and clients, by doing so.
We asked him about current regulations and their effect on his business, the benefits of targeting a market niche, and the flood of new business he’s receiving from a re-opening economy. Jake joins us right after these messages.
Sponsored by Capital Group, home of American Funds Target Date Retirement Series.
If you think every target date fund can deliver the same long-term results, let’s retire that thinking.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
Jake Rushton, AIF, is an Employer Benefits Consultant at UBI Insurance Services. Director of Sales & Managing Director SRP Intermountain, Strategic Retirement Partners.
Jake has spent over 18 years helping business owners and employees secure their futures through tax-efficient retirement plans like 401(k)s and cash balance plans. He's guided countless individuals and companies toward achieving financial stability. During the pandemic, Jake launched a podcast, a YouTube channel, and an online community called the 401(k)lub using those platforms to create content to educate, inspire, and connect with people.
Jake has also worked for Strategic Retirement Partners as the
