Don’t Ignore This! Your Free Retirement Money Awaits — Seize It Now!

Don’t Ignore This! Your Free Retirement Money Awaits — Seize It Now!

If your employer has a pension plan and offers to match your contributions, not participating means turning down extra money.

Are you missing out on free retirement savings? With so many expenses to consider, joining your company’s pension plan might not seem attractive. However, opting out could be a financial mistake, especially if your employer matches your contributions.

Not taking advantage of employer-matched contributions is a missed opportunity. If your plan has a matching program, and you’re not benefiting from the free matching funds provided by your employer, you’re passing up a significant opportunity.

So, before deciding that you can’t afford to contribute, ask yourself: “Can I afford not to?”

Here are seven reasons why contributing to your employee pension plan is worth considering to help with your decision:

BUT BEFORE YOU SEE THAT! Come and check me out on YouTube! You’ll BE GLAD YOU DID!

Start saving in your pension plan immediately:

As a new employee, join your company’s pension plan now to maximize your savings for retirement. The sooner you begin, the more you’ll accumulate, including benefits from employer contributions.

Take advantage of employer matching:

Some employers match your contributions, meaning they’ll add a percentage to your pension account. This accelerates the growth of your savings with no hidden conditions.

Tax benefits:

Your contributions and the growth of your pension fund are tax-deferred until you withdraw the money. Also, contributing through payroll deduction leads to immediate tax savings, reducing your taxable income similar to an RRSP (Registered Retirement Savings Plan).

Convenience:

Automatic payroll deductions make regular contributions effortless. It’s simpler to manage and research an investment fund compared to selecting individual stocks and bonds.

Small Savings Today Lead to Greater Wealth Tomorrow:

Here’s a simplified breakdown of the long-term impact of regular contributions in a workplace pension plan:

Saving consistently in a workplace pension plan can significantly grow your funds over time. Even small monthly contributions can accumulate substantially.

For instance, with a 6% rate of return:

  • Over 5 years:
  • $50/month = $3,506
  • $200/month = $14,024
  • $500/month = $35,059
  • Over 14 years:
  • $50/month = $14,614
  • $200/month = $58,455
  • $500/month = $146,136
  • Over 20 years:
  • $50/month = $23,218
  • $200/month = $92,870
  • $500/month = $232,176

This simple math shows how even modest monthly contributions can grow significantly over time, offering a larger sum for retirement savings.

Select Your Risk Preference:

Workplace pension plans offer investment choice, allowing you to tailor your contributions to match your preferred risk level. This flexibility enables you to make investment decisions that suit your comfort zone.

There’s No Expiry on Beginning Contributions:

While starting early and contributing more can bolster your savings, it’s never too late to join an employee pension plan. No matter when you start, you can still reap the benefits.

Have Questions? Contact us

We’ve assisted our clients through every stage of life. Even when you’re not aware that something might impact your financial future, it likely will to some extent. Engaging in a conversation with your investment advisor about any financial changes is an excellent approach to keeping your financial goals in focus.

If you’re in the process of planning a cross-border move or have already relocated from the US to Canada and seek assistance in streamlining and enhancing your financial strategies, we’re here to help. We have the expertise in cross-border wealth management. Don’t hesitate to reach out to us — we’re committed to providing tailored solutions for your cross-border financial needs.

For more information or to connect with me, you can reach out via email at [email protected] or get to know me better by exploring my engaging video content on YouTube https://www.youtube.com/@joemacek.

I share valuable insights and discussions on financial planning, market commentary, and investing concepts that can further enrich your understanding. Join me on my channel to discover more!

Don’t hesitate to reach out today at 1–888–324–4259 to discover more about how we can help you achieve your investment milestones.

Joe A. Macek, FMA, CIM, DMS, FCSI

Investment Advisor, Portfolio Manager

iA Private Wealth | iA Private Wealth USA

Toll Free North America: 1–888–324–4259

Email: [email protected]

238 Portage Ave, 3rd Floor

Winnipeg, Manitoba R3C 0B1

26 Wellington Street East, Suite 700

Toronto, Ontario M5E 1S2

iA Private Wealth is a member of IIROC and the Canadian Investor Protection Fund. iA Private Wealth (USA) Inc. is a registered investment adviser with the SEC. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosures related to iA Private Wealth (USA) Inc.: www.iaprivatewealthusa.com

要查看或添加评论,请登录

Joe Macek的更多文章

社区洞察

其他会员也浏览了