WORKPLACE RETIREMENT PLAN
Saving through a workplace retirement
plan is an important step in your retirement readiness.
If available, take advantage of the company match provided by your employer – aka free money!
We recommend saving at least 12-15% of your income as combination of employee and employer contributions. Once this amount reaches 15%, consider contributing up to the IRS maximum allowed amount.
Evaluating whether to make Roth and/or pretax contributions is an important part of your tax planning.
Improve your retirement readiness by maximizing your workplace retirement plan.
Target 12-15% savings
Roth vs. pre-tax
Maximize IRS contribution limits