What retirement accounts or plans do you currently contribute to, and are there opportunities to contribute to more than one type of plan? We always encourage taxpayers to consider their options in order to maximize contributions and potentially tax deferral.
The chart below summarizes the basic information about each type of retirement plan. This is just a summary and does not reflect all of the information you may need. Please contact Michele Loretto at 716.633.1373 or , or your Tronconi Segarra & Associates advisor, for assistance and/or more information.[wptb id=5312]