Articles in Retirement Planning
Those who have worked at more than one employer in their career have likely come to the realization that employer 401K matching is wildly inconsistent.
I have worked at employers who have matched anywhere from 2% …
401K Fee Secrets
Did you know that your employer-sponsored 401K plan is able to charge you fees beyond the management fees of the funds that you invest in? It’s the dirty little secret of 401K plans. …
The Rat Race
You work more hours, you make more money. Sometimes more money than you’ll ever need. Without purpose. That is the rat race.
Whether you garner an hourly wage and see a direct monetary impact …
This past week, the IRS 2011 401K maximum announcement finally came. <Update: The 2012 maximum 401K contribution and 2013 401K maximum have now been announced – and there were finally increases!>
The Maximum 401K Contribution in …
2010 Roth IRA Conversions: Why this Year is Special
Roth IRA conversions in 2010 are of special significance due to some unique tax circumstances and rule changes. If you’ve considered making a Roth IRA conversion from …
Fantasizing about retirement is a favorite past-time for just about anyone who has ever held a 9-to-5. But that dream of what lies ahead is starting to look a whole lot different these days.
How I …




