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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.

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1 Comment 1
Intuit_David
Employee
Employee

Thank you for your feedback. We have taken your feedback and submitted the information to our design team.

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