Category: Retire

Every time I think I have maximized my retirement savings in a given year, I discover a new way to push it even further. This time, it’s the after-tax …

The Saver’s Tax Credit details below have been updated for the 2019 and 2020 tax years. Here is an overview of what is covered in this article: What is …

The IRS just announced a 2020 maximum 401K contribution limit of $19,500, which is the max you can contribute to a 401K in a given calendar year. This is an …

The IRS just announced its annual update to the maximum IRA contribution limits, which is the max anyone can contribute to an IRA (or multiple IRAs combined) in a given year. …

Social Security: An Overview I’ve been crafting this Social Security overview for the last 3 years. Seriously. It has taken me that long to get it to the level …

I write about financial independence here fairly often. I do so because I truly believe that obtaining it (and the wonderful gift of time that it provides) can give …

I’ve been following millennial savings and retirement trends for many years now, so I was excited to see that TD Ameritrade recently published findings from a new survey of …