Category: Retirement Planning
This article has been updated for the 2022 and 2023 tax years. My search for the best self-employment income retirement account started with this: while completing my tax return …
This is the third installment in a multi-part series on retirement accounts for self-employment income. We previously covered SEP IRA and Solo 401K basics. In this post, we’ll cover …
This is the second of a multi-part series on retirement accounts for self-employment income. I previously gave an overview of SEP IRAs. In this article, I’ll provide an overview …
Having become fully self-employed in recent years, I thought it would be a good time to revisit and update my research on the primary retirement accounts that those with …
What is the Saver’s Credit? The Saver’s Tax Credit details in this article have been updated for the 2022 and 2023 tax years.The Saver’s Credit (aka the ‘Retirement Savings …
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’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 …
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 …
