Sentences with phrase «other workplace retirement account»

While 15 % may seem like a lot, if you have a 401 (k) or other workplace retirement account with an employer match or profit sharing, that employer match or profit sharing counts toward your annual savings rate.

Not exact matches

If one partner has poor investment options and little or no company match in a workplace retirement account, it may make sense for the other partner to contribute extra into their workplace retirement account to take advantage of lower fees, better investment options or a better match.

Additionally, we may also collect and store financial data from your individual retirement account (s), 401 (k) plan and other workplace retirement plan accounts, brokerage accounts and mutual fund accounts, including account numbers, account access information, identity of financial service providers, investment holdings, fee billings and deductions, purchases, sales and other transactions.

Take advantage of workplace pretax plans: Besides the retirement plan, there are other opportunities, such as HSA accounts.