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To: Wuli
“My advice is to budget, save, and invest.” The first two everyone can do, but the last one is not universally possible for 100% of folks.

I disagree. If your employer doesn't have a 401K (or 403B or 457), then invest elsewhere. My step 2 for investing is a Roth IRA -- which you get outside of work.

...but not relevant when your company has a different retirement plan you and your employer contribute to.

What employers do that anymore? Besides government employers. Again, if someone is getting a pension don't depend on it, just like SS. Save and invest as though the pension doesn't exist, when you later get the pension count it as gravy on top. That way you, not the employer, call the shots.

39 posted on 08/14/2023 10:08:08 AM PDT by Tell It Right (1st Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: Tell It Right

“I disagree. If your employer doesn’t have a 401K (or 403B or 457), then invest elsewhere. My step 2 for investing is a Roth IRA — which you get outside of work.”

1. If your employer has a regular pension plan, that you and your employer contribute to, then why also put money in an IRA?

2. Only 15% of current eployed folks do an IRA or Roth IRA and much of that reason is after all other financial obligations and savings there is not excess income with which to put into an IRA.


55 posted on 08/14/2023 11:00:02 AM PDT by Wuli
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