Posts Tagged ‘tax-deductible contributions’

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 »

Roth IRA vs. Traditional IRA

Monday, May 17th, 2010 by Cass Chappell, CFP®

The biggest difference between the two types of accounts has to do with taxation. For the purposes of this discussion, and in all blog entries on our site, the term “Traditional IRA” ... more »