Category: Retire
When is the 2023 IRA Contribution Deadline? The Tax Filing Deadline in 2024. Here’s a personal finance 101 must-know special: the deadline for IRA contributions for a calendar year …
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 …
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 …
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 …
If you have self-employment income, SEP IRAs (SEP stands for “Simplified Employee Pension”) are a great vehicle for turbo-charging your retirement savings while simultaneously reducing your tax obligation. Along …
