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Compound Returns: 2X your Retirement Savings by Starting at 25 vs. 35
Thu, 06/30/16 | 6 Comments
Compound Returns: 2X your Retirement Savings by Starting at 25 vs. 35

One of the biggest sentiments I encounter when chatting about retirement savings with others goes a little something like this,
“Ahhh. I’m young – I’ve got plenty of time to save for retirement in my later …

Spousal IRA Basics
Wed, 05/11/16 | No Comment
Spousal IRA Basics

I’m willing to bet that most readers of this article have heard of a “spousal IRA”, but very few know exactly what it is or how it works. In reality, however, spousal IRA’s are actually …

Why You Can’t Rely on the New Fiduciary Standard Rule Alone to Protect You
Mon, 04/11/16 | 2 Comments
Why You Can’t Rely on the New Fiduciary Standard Rule Alone to Protect You

There was big financial industry news last week as the U.S. Department of Labor has clarified a new fiduciary standard rule meant to protect retirement investors from conflict of interest by those giving them financial …

401K Loan Overview: Should you Borrow from your 401K?
Mon, 02/29/16 | One Comment
401K Loan Overview: Should you Borrow from your 401K?

Here’s a fact that may surprise you – 26% of Americans with a 401K have an outstanding 401K loan. That doesn’t include the many with closed loans. That’s far more than I would have guessed, …

The myRA Retirement Plan Launch: Everything you Need to Know
Sun, 11/8/15 | 8 Comments
The myRA Retirement Plan Launch: Everything you Need to Know

It’s been over a year and a half since President Obama mentioned a new retirement plan, called myRA (short for “My Retirement Account”) in his State of the Union address. And after some early tests, …

Saver’s Tax Credit Qualifications for 2015 and 2016
Wed, 10/28/15 | 20 Comments
Saver’s Tax Credit Qualifications for 2015 and 2016

Free money is great, so this post has been updated for the 2015 and 2016 tax years.
What is the Saver’s Credit?
The Saver’s Credit (aka the ‘retirement savings contribution credit‘) is a lesser known, highly advantageous …


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