401k
My wife and I are close to retirement, but we want to buy a house. Should I ‘clear out’ my 401(k) for the down payment?
‘I am over 59 years of age, and I am hoping to retire in six years. My wife may retire a little before that’ A Market Watch reader wrote into…
Read MoreWhy 401(k) rollovers are so annoying
The logistics of changing jobs is already mentally taxing enough but having to navigate what to do with your old 401K can be the last straw. This article by Axios…
Read MoreNew Standard Deduction And Higher New Tax Brackets For 2022
Higher tax brackets and a larger standard deduction in 2022 may offer some relief for taxpayers who are seeing their budgets busted by inflation. The IRS has announced new standard…
Read More3 Drawbacks of Using Only a 401(k) for Retirement
Key Points You are paying fees in your 401(k), and those fees are reducing your investment returns. Some 401(k)s have great investment menus, and others do not. 401(k)s have early…
Read MorePODCAST 63: What Do You Do with a 401k Check?
Get your complimentary guide to go with this episode: 5 Things to do With Your Old 401k:
Read MoreMany 401(k) investors don’t use target-date funds the right way
KEY POINTS Target-date funds are meant as a one-stop shop for 401(k) plan investors. A third of investors don’t use them this way, however, according to Vanguard data. This may…
Read MoreShould I roll my Roth 401(k) into a Roth IRA?
Q.: I’m thinking of retiring and rolling my Roth 401(k) to a Roth IRA. A co-worker says if I roll it to a Roth IRA, I can’t touch it for five…
Read More5 Important Steps to Managing Your 401(k)
Saving independently for retirement is a great way to help ensure that you have enough money to cover your living expenses as a senior. While Social Security may provide you…
Read MorePODCAST 47: Is Social Security Going Away?
Learn more about Social Security decisions with this complimentary guide:
Read MorePODCAST 46: 401k Rollover Mistakes
Learn more about what to do with your old 401k with this complimentary guide:
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