Contributing to a 401k

February 25, 2016

Planner: Kelley via Financial Helpline

Problem: She wanted to know how much she should be contributing to her 401(k) and how it would affect her paycheck.

Suggested Action Steps:I suggested she run a retirement calculator

Results: After running the retirement calculator, she increased her deferral rate by 4% in order to be confidently on track to retire when she wants to.

Testimonial: “It was a pleasure speaking with you over the phone in length about my financial plans! You offer great tools and advice, and I feel much more confident about my retirement plans now that we’ve discussed them. Thank you again for all of your help in the past week, I’ll be sure to reach out to you should I have any further questions.” – Anonymous

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