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Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Are You Leveraging Employer Match Dollars?

February 2, 2023

One of the best ways to enhance your savings, investing and overall financial portfolio is to make sure you’re taking advantage of every opportunity to have your money added to without any additional work on your end. If your employer offers this program and you haven’t enrolled in the past, it might be time to recalculate the benefits of setting this program up now. At the beginning of the year, it’s great to take steps that set you up for recurring savings all year long.

Never leave free money sitting on the table if your employer offers a match with 403(b) accounts or 401(k) accounts. Read through the specifics of your offerings when it comes to benefits to find out if your employer offers contributions. In many cases companies offer matching your contributions up to a certain cap. This might be a few percentage points, and if you can properly calculate your maximum contribution to also leverage their max contribution, this limits missing out on free money. The sooner you start the process of reviewing all of these details and making sure that you set aside time annually to review proper matching, you put yourself in the best possible position to leverage this additional money.

Consider how quickly you could accelerate your savings for retirement if you’re maximizing your own contributions and also seeing other money added by your employer each month. The sooner you start this, the better you get the benefits of compound additions to your retirement plan. If you’re not sure if you’re appropriately leveraging these contributions now, set aside a time to meet with Shah Total Planning to discuss these specifics.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more