• Each person will invest 15% of his/her income
• If the person has a company match program, invest in the 401k first.
• Above the company match, fund the Roth IRAs.
• If there is not a company match program, fund the Roth IRA first
• Maximum allowable limits on Roth IRAs is $10,000 per year

Adrian's annual salary is $111,000. He is not eligible for a Roth IRA because he makes too much money. His company offers a matching program that is 1:1 up to 3% of annual salary.

What is Adrian's

total annual investment

how much should he contribute to the 401(k)

how much should he contribute to roth IRA