Multiple 401(k) Rules — What to Do with Multiple 401(k) Accounts
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it can get pretty complicated.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it can get pretty complicated.
Answering listener questions, where we break down the pros and cons of reinvesting dividends automatically vs. manually, explore how to balance the risk of relying on a pension and 457(b), and talk about common 1099 pitfalls.
Answering listener questions about the pros and cons of traditional vs. Roth contributions, merging finances when a spouse has no income but owns an IRA, and how to maximize annual contributions to a solo 401(k).
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2026. Here's what you need to know.
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
A profit-sharing 401(k) plan supports employees on their path to retirement while also providing an incentive to help your practice succeed.
President Trump has signed an executive order making it easier for 401(k)s to include alternative investments and crypto. Is it a good idea?
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio.
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down.
Let’s journey back in time and discover how an old-timey car company turned people against pensions and ushered in the era of 401(k)s.
If you're leaving your employer and you have a 401(k), what should you do? There are six options, some of which are better than others.
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning considerations, and using Roth as an independent contractor.
Here's everything you need to know about Mega Backdoor Roth conversions and whether they're the right move for you in the long run.
Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if you over-contribute to your 401(k).
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination testing for your 401(k) as a business owner.