RETIREMENT


What You Need To Know:

Funding retirement early is one of the basics of building wealth. Funneling our money into the right investments will give us the best opportunity to have a secure retirement.

Following the formula below will maximize the tax deferred and tax free options available.

Fund a 401k up to the matched portion
Fund a Roth IRA (for those with income below the legal limits)
Fund the balance of the 401k
Invest in tax-favorable mutual funds

For more information, conctact us.