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General: Your Retirement Plan’s Best-Kept Secret

This video highlights an often-overlooked feature inside employer retirement plans that can help diligent savers contribute more and improve tax efficiency. It is aimed at workers who want to maximize what their workplace plan allows beyond standard contributions.

Jerry DavidseSeptember 8, 2022

This video highlights an often-overlooked feature inside employer retirement plans that can help diligent savers contribute more and improve tax efficiency. It is aimed at workers who want to maximize what their workplace plan allows beyond standard contributions.

Key takeaways

Many employer retirement plans contain underused features that can meaningfully boost savings.
Maximizing what a workplace plan allows can improve both savings rate and tax efficiency.
The video is most useful for high earners and diligent savers seeking to do more than the standard contribution.
Reviewing your full plan document can reveal options most participants never use.

More on Retirement & Income Planning Tax Planning

Written by

Chief Executive Officer · CFP®

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