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A 401(k) Rollover Step-by-Step Guide
Rolling over a 401(k) doesn’t have to be complicated. In this step-by-step guide, you’ll learn how to transfer your retirement savings into an IRA or new employer’s 401(k), avoid costly mistakes, and gain more control over your investment options.
401k vs. Roth 401k: Which One Is Better?
Wondering whether a traditional 401 (k) or Roth 401 (k) is better for your retirement? Learn the key differences, how taxes impact your future withdrawals, and which option may help you keep more of your hard-earned money.
Taking a Mulligan on a Roth Contribution
Michael Hollis discusses what to know regarding retirement contributions and what you can do when.
How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement
When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.
One Question to Ask HR If You Are Already Maxing Out Your 401(k) Contributions
Maxing out your 401(k) is a great milestone, but many employees don’t realize their company may offer an additional savings option called a “mega backdoor Roth.” This article explains the one key question to ask HR about after-tax contributions and how this strategy can boost your long-term retirement savings.