Category: Retire
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, …
As outlined in my recent Safe Withdrawal Rate post, answering the “How much do I need to retire?” question is critically important for anyone who wants to retire some …
I’m excited to finally unleash my Safe Withdrawal Rate overview as I believe this financial concept can be life changing, when used properly. Note that the safe withdrawal rate …
This backdoor Roth IRA article has been updated with information for the 2024 tax year. In it, we’ll cover the basic Backdoor Roth IRA details, how-to steps, and whether …
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 …
I think we can all agree that having time, money, and energy are good things to have (and the more, the better). Well, there’s a wise old adage about …
One of the biggest sentiments I encounter when chatting about retirement savings with others goes a little something like this, Ahhh. I’m young – I’ve got plenty of time …
This spousal IRA overview article has been updated with information for the 2023 and 2024 tax years. I’m willing to bet that most readers of this article have heard …