Posts Tagged ‘SIMPLE IRA’

Top 5 – 401k blunders

Monday, July 12th, 2010 by Cass Chappell, CFP®

When we meet with a client for the first time, the conversation quickly drifts to their employer’s retirement plan.  The most common of these is the participant-directed Traditional 401(k), a qualified ... more »

“Max out” your 401(k)……just don’t do it too quickly

Monday, October 5th, 2009 by Cass Chappell, CFP®

 I find myself giving clients this piece of advice more than any other recommendation I make: "Contribute to your retirement much as you can afford". There is a caveat to that statement, ... more »