Category: Retire
This adjusted gross income (AGI) and modified adjusted gross income (MAGI) overview comparison has been updated with information for the 2023 & 2024 tax years. Once a year, when …
Roth 401Ks are becoming increasingly popular in the American workplace. My present employer offers the Roth 401K, and before signing up for one, I had a lot of questions …
Ahh…. Spring is in the air. Birds chirping, children frollicking in the park, opening day baseball, tax returns, my dog shedding clumps of hair, non-stop rain, sinus allergies…..focus, G.E., …
I’ve covered personal finance goals for your twenties over and over (like a broken record). Despite the name of this site, I’ve discovered that there is a contingency of …
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 …
Update: this Retirement Savings Contribution Credit article has been updated with info for the 2024 and 2025 tax years. Also, check out my Saver’s Credit overview for more details …
Average Retirement Savings per American According to the Employee Benefits Research Institute’s Retirement Confidence Survey, 54% of workers in the U.S. have less than $25,000 in total savings and …
Maximum Employer 401K Contributions Differ from Maximum Employee Contributions I’d like to clear up a very common 401K misconception surrounding maximum 401K contribution limits, and how the employer 401K …
