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WORKPLACE RETIREMENT PLAN

Saving through a workplace retirement
plan is an important step in your retirement readiness.

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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 a combination of employee and employer contributions. Once this amount reaches 15%, consider contributing up to the IRS maximum allowed amount.

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Evaluating whether to make Roth and/or pretax contributions is an important part of your tax planning.

GOAL

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Improve your retirement readiness by maximizing your workplace retirement plan.


CHECKPOINTS

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  • Company match

  • Target 12-15% savings

  • Roth vs. pre-tax

  • Maximize IRS contribution limits

RESOURCES

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