Category: Retire

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 early 2018. There was big financial industry news last week as the U.S. Department …

Here’s a fact that may surprise you – 20.6% of Americans with a 401K have an outstanding 401K loan. That doesn’t include the many with closed loans. That’s far …

Update: MyRA plans have been shut down, with deposits no longer being accepted after December 4, 2017. The U.S. government’s IRA plan, myRA (short for “My Retirement Account”), is …