Category: Retire

In my previous Roth IRA basics post, I received the following question from a reader, Julia: “Great summary, but I think it’d be interesting to hear about the Backdoor …

Roth IRAs have become quite popular among the millennial generation (and beyond) and can be a great addition to your retirement savings arsenal. But Roths bring a lot of …

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 …

I’m willing to bet that most readers of this article have heard of a “spousal IRA”, but very few know exactly what it is or how it works. In …

Update: Due to court ruling, the new fiduciary rules highlighted below were struck down in court, in early 2018, and are no longer applicable. However, the rest of the …