If you want to maximize the benefits of your retirement plan, it’s important to note the deadlines that go along with them. Not all retirement plans should be, or can be, set up at the same time. And if you want the tax benefits of your plan, there is a cutoff date to apply your […]
No 401(k)? What you should do instead.
The 401(k) is the most commonly used retirement plan in the U.S., and it’s easy to see why. Pre-tax money contributions and employee match programs are big perks. And 401(k)s are accessible – according to the Census Bureau, nearly 80% of Americans work for companies that offer a 401(k) plan. If your company offers a […]
401(k) & 403(b): Know the Differences
It’s important to know the differences between retirement options. In this video, I discuss the key points you should know about 401(k)s and 403(b)s. 401(k) vs. 403(b): The Similarities Both plans allow for pre-tax contributions, they allow for employers to match a contribution, they both make you wait until 591/2 to draw from them without […]