Category: 401K
This maximum 401K contribution article has been updated for the 2024 and 2025 tax (calendar) years and contains historical data on prior years. The IRS has announced the 2025 …
This self-employment retirement plan account comparison has been updated with information for the 2024 & 2025 tax years. My search for the best self-employment income retirement account started with …
This Solo 401K overview has been updated with information for the 2024 & 2025 tax years. This is the second of a multi-part series on retirement accounts for self-employment …
This Mega Backdoor Roth conversion article has been updated with information for the 2024 tax year. Every time I think I have maximized my retirement savings in a given …
A few weeks back, I was having a chat with a younger friend who raised the following: I was hoping to talk about 401K vs saving money to have …
I was having lunch with a co-worker a while back, and the exhilarating topic of retirement accounts came up. Our employer offers a generous 50% 401K match, which led …
Most 401Ks are Not Great. Here is How to Optimize Yours. 401Ks “suck”. But only in comparison to what they’ve replaced. And given that they are the standard today, …
So, you have a 401K. Congratulations! Many don’t. What’s next? You have to decide how much you would like to contribute, of course. And this crucial stage is where …
