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Articles in Retirement Planning

Does your 401K Match Up Against the Averages?
Mon, 03/7/11 | 44 Comments
Does your 401K Match Up Against the Averages?

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% …

The Hidden 401K Fees that Can Crack your Nest Egg
Tue, 01/4/11 | 7 Comments
The Hidden 401K Fees that Can Crack your Nest Egg

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. …

3 Steps to Pull Away from the Rat Race & Work Fewer Hours
Mon, 11/22/10 | 8 Comments
3 Steps to Pull Away from the Rat Race & Work Fewer Hours

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 …

2011 IRS Maximum Allowed 401k Contribution Announced
Sun, 10/31/10 | 82 Comments
2011 IRS Maximum Allowed 401k Contribution Announced

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 Conversion Rules: What’s the Big Deal About 2010?
Sun, 08/15/10 | 5 Comments
2010 Roth IRA Conversion Rules: What’s the Big Deal About 2010?

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 …

The First Steps to Stop Dreaming & Start Retiring – NOW!
Mon, 02/15/10 | 19 Comments
The First Steps to Stop Dreaming & Start Retiring – NOW!

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 …


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