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.
Q4 Market Outlook and Strategy for 2021
Leigh Bivings, Ph.D., CFP®, CDFA™
January 30, 2021
This quarter’s report begins with a year-end summary of the markets in 2020 (and what a year it was!) before turning to our outlook and
