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Old 09-05-2005, 08:52 PM
geertom
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Default Re: Beyond 401k and Roth

Is your employer governmental or tax exempt? If so, you should look at
the possibility of using those plan types. In particular, 457 amounts
are in addition to 401(k) limitations and there are special rules you
may be able to use.

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Old 09-04-2005, 11:47 AM
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Default Beyond 401k and Roth


I max out our 401k and IRA options in terms of tax deferral benefits. What
should I look to next, munis, annuities...?

 

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401k, roth
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