Retirement
What is a Qualified Charitable Distribution?
As 2021 comes to an end, you may be starting to think about what’s been meaningful to you this year....
When Can I Retire? How to Know When It’s the Right Time
Can I retire yet? It’s a question many Americans ask themselves regularly, and the answer is often not incredibly straightforward....
How 401(k) Catch-Up Contributions Work
Frontloading your retirement savings when you’re young is a great way to ensure you have enough by the time you...
5 Habits for a Happy Retirement
According to a 2021 survey, 42% of retirement-aged Americans say the pandemic has in fact changed their current or planned...
Self-Directed IRAs (SDIRAs)
An individual retirement account (IRA) is one of the most popular tools available to help you save and invest for...
My Charitable Giving Strategies as an Early Retiree
The holidays are a perfect time for me to not only be thankful, but also to support others. So many...
What is the 2021 401k Contribution Deadline?
The 401k contribution deadline is at the end of the calendar year. However, the IRS allows contributions to IRA accounts...
How to Achieve Early Retirement
More than 4.2 million people left their jobs in August. It’s no wonder that this moment in time has been...
Retirement Planning Mistakes to Avoid
Key Takeaways Don’t wait until you have a financial milestone in mind to start saving or even putting a plan...
What is a Cash Balance Pension Plan?
Many employers offer their workers a retirement plan to help them save for their later years. These retirement plans can...
What Happens to Your 401k If You Quit Your Job?
If you quit your job at your current company, there are a few options for what to do with your...
What is a Non-Deductible IRA?
An IRA is one of the most popular tools available to help individuals save for retirement. But depending on your...
