Heather, a show caller, is a good example of a VIP who has decided to assume less and ask more. She asks Hogan: “My husband has an option for an after-tax account. We’d like to contribute to it due to the company match. Is there a difference between this account and a ROTH?"
VIPs, don’t just ask Hogan, ask an investment professional Hogan trusts. Don’t assume you understand your company match. Ask a ton of questions. It’s an important way for you to take advantage of investing VIPs.
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