Four Reasons to Not Invest in Your 401(k) (or 403(b), TSP, or other employer-sponsored retirement pl
The following article was originally published at Forbes on 12/22/14. By Robert Schmansky, CFP® A rule of thumb that savers are often...
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Jul 23, 2021
Approximately what percentage of my pay, pre-tax and post-tax, should I be investing for my retireme
Great question, this is an area I really enjoy making sure people get off saving on the right path. Your question involves a number of...
Jul 23, 2021
Can I keep my 401K invested with my old employer and start a Simple IRA with my new employer without
You can always keep your 401(k), as long as the amount is above the legal amount that the employer is allowed to move people out. You may...
Jul 23, 2021
Where should I save for retirement after my 401(k), 403(b) or employer plan?
First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and...
Jul 23, 2021
A Way to Increase Your SIMPLE IRA Options
Many workers have the option to remove their money from potentially high-cost workplace retirement plans before retirement. In my last...
Jul 23, 2021
How to Fix the Workplace Retirement System
About once a year I like to reintroduce my plan to better educate and service investors of the trillions of dollars in employee workplace...
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