Top Banner Individuals

How To Make The Best Use Of

Higher Retirement Plan Contribution Limits 


With the IRS announcement of higher contribution limits for retirement accounts next year, in an ideal world, we’d be able to max them all out, that may not always be feasible. Here is a guideline to how you may want to prioritize them:


  1. Roth IRA

  2. Match in your employer’s retirement plan

  3. Health Spending Account

  4. Traditional Pre-Tax or Roth Retirement Account

  5. After-Tax


Read the complete article from Forbes.


Security Benefit does not provide investment, legal or tax advice and individuals should consult with their own investment, legal and tax advisors.


The content in the linked articles is solely the responsibility of the authors, and Security Benefit is not responsible for the content produced.


Security Benefit does not necessarily agree with or endorse the opinions and/or advice provided in the linked articles. Article links are provided solely as a courtesy.