Question
Strategy Tax Savings - Employer Matching Contributions
If a client has not maxed out their 401(k) the program suggests two strategies. 1) savings if there is a matching employer program and 2) savings if employee contributes more. Item 1) is worded awkwardly, not clearly distinguishable from item 2), does not recognize if there is already a match on the employee contributions, short they may be, and does not allow for a % match or maximum match allowable.
