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.
What Makes Artemis Financial Advisors Different?
Leigh Bivings, Ph.D., CFP®, CDFA™
February 11, 2022
Finding a new financial advisor can be a daunting task. Between researching, interviewing, and transitioning assets to a financial professional, it can be overwhelming to
