SIMPLE IRA « Atlanta Planning Guys

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 »

Tags: 401(k) match, 401k, 401k mistakes, 403(b), active investing, Contributing to a 401(k), Diversified Portfolio, dollar-cost-averaging, Matching contributions, passive investing, Performance Chasing, Qualified Retirement Plans, Retirement Contributions, Retirement plans, self-directed plans, SEP contributions, SIMPLE IRA, tax-deductible contributions, Tax-deferred investments, Top 5 lists
Posted in Investments | No Comments »

“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 plan...as much as you can afford". There is a caveat to that statement, ... more »

Tags: 2009 maximum contribution, 401k, company match, employer match, optimal contribution, salary deferral, SIMPLE IRA
Posted in Financial Planning, Investments | No Comments »

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