Retirement Planning
What Should I Do With a 401(k) Before & After Retirement?
What Should I Do With a 401(k) Before & After Retirement? If you’re unsure of what to do with your
Mike Holtz, CFP®
06/03/2026
Mike is a Certified Financial Planner (CFP®) professional with diverse experience in the financial services industry. He brings strong technical expertise and a client-first approach to helping families build, protect, and grow wealth at every stage of life.
Mike prioritizes financial education, explaining complex topics clearly so clients can make confident decisions. He partners closely with clients on investment strategy, retirement planning, and tax-smart projections aligned with their long-term goals. Mike earned his B.A. in Finance from Illinois Wesleyan University.
“We believe education is the foundation of every strong financial plan—enabling individuals and families to make informed decisions that support their life goals.”
"At Toberman Becker Wealth, we help you grow wisely, plan thoughtfully, and enjoy the freedom you've earned."
Schedule a complimentary call with our team to share your goals and discover how our guidance will help you achieve them.
What Should I Do With a 401(k) Before & After Retirement? If you’re unsure of what to do with your
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Toberman Becker Wealth is excited to welcome Mike Holtz, CFP®, to our advisory team. Learn more about Mike & the value he brings to our clients here.
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