The Sage Investor

The Risks of Over-Saving in Qualified Plans


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Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county.

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The Sage InvestorBy Larry Kiser