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.
Quarterly Market Outlook and Strategy Report
Leigh Bivings, Ph.D., CFP®, CDFA™
October 31, 2022
In light of the poor performance of a classic 60% public equity and 40% bond portfolio in 2022, this report focuses on the ‘allure’ of
