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Your Retirement Playbook


Mar 30, 2022

The year may have ended, but that does not mean you have to
leave unused contributions from last year's tax season on the table! Find out the best way to maximize Roth contributions for your and your family's future.

Resources -

"Tax Breakdown – 1040, 401K, IRA and Roth Contributions" Consider This Program with Joe Clark, CFP and Grant Soliven, AIF Tax Breakdown - 1040, 401K, IRA and Roth Contributions - The Financial Enhancement Group (yourlifeafterwork.com)

"What You Should Know About The Roth Option When Saving For
Retirement" article by Joe Clark, CFP What You Should Know About The Roth Option When Saving For Retirement - The Financial Enhancement Group (yourlifeafterwork.com)

 

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Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com