Jonathan provided you with a great answer and good details. I totally agree. My real concern is who is actually making the suggestion that you do not participate in the match, the TPA, or the firm? Are they saying they
There has been a lot of good advice here already so I am not going to repeat most of the thoughts but wanted to emphasize one thing. I used to insure Fiduciary Liability exposures for a global insurance company and
Being classified as an HCE means that you are earning more than $115,000 which is a good income and does subject you to higher taxes. It is good that you also want to maximize your 401(k) plan contributions. For
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