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Should You Make After-tax Contributions to Your Retirement Plan?

This Brief will be interesting to those who are already contributing the maximum amount of pre-tax dollars ($18,000 annually for those under age 50, $24,000 to those over the age of 50) to their workplace retirement plan but who are looking to save more tax-efficiently. Due to a new IRS ruling, making after-tax contributions to a workplace retirement plan is now a really good idea. The attached Brief explains why.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.

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