Tax-deferred investments « Atlanta Planning Guys

Posts Tagged ‘Tax-deferred investments’

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 »

“It just doesn’t feel right!” – 529 Plans

Thursday, August 20th, 2009 by Cass Chappell, CFP®

Arriving on the scene several years ago, 529 savings plans shoulda, coulda, woulda been the greatest thing since sliced bread. There are hundreds of articles on the web and in magazines ... more »

Tags: 529 Plan, 529 Plans, 529 Savings Plan, 529 Savings Plans, Age-based investments, College Planning, College Savings Plans, Investments, Saving for College, Tax-deferred investments
Posted in Investments | No Comments »

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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