Retirement Planning

Solo 401k Contribution Limits for 2023

The Solo 401k plan remains a standout choice for the self-employed in 2023, offering substantial contribution limits that empower entrepreneurs…

6 months ago

Recharacterizing Your Roth: The Pro-Rata Rule Unveiled

Think you can dodge taxes with Roth recharacterization? Think again. Let's unveil the complexities of the pro-rata rule. Key Points:…

6 months ago

The Roth IRA Backdoor: A Tax-Smart Strategy or a Trap?

Uncover the truth about the Roth IRA backdoor strategy. Is it a financial loophole worth jumping through, or a trap…

6 months ago

Decoding Market Volatility: Retirement Planning Guidance for Tech Professionals

As a tech professional, you're well-versed in the language of data. Let's apply that analytical mindset to your retirement planning.…

9 months ago

Microsoft’s 401k Retirement Plan

Introduction to Microsoft's 401k Retirement Plan Welcome, dear readers! Today, we're exploring one of the most robust and dynamic 401(k)…

10 months ago

Roth TSP vs Roth IRA: How Do They Compare?

Introduction Retirement planning is a critical aspect of securing a financially stable future. As individuals embark on their journey towards…

10 months ago

Definitive Guide for Deciding When To Retire

Key Points Financial Readiness: Evaluate your financial situation, including retirement savings, investments, debts, and expenses, to determine if you have…

10 months ago

Financial advisor vs financial consultant; what’s the difference and which is better for you?

Key Points Financial advisors and financial consultants are two different roles with distinct responsibilities and qualifications. Advisors and consultants may…

1 year ago

The Comprehensive Guide To Your Amazon 401k | Progress Wealth Management

Key Points Amazon's 401k plan is comprehensive and offers many low-cost investment options, a self-directed brokerage option, catch-up contributions, the…

1 year ago

What are stock options & how do they work? | Stock Options Explained

https://youtu.be/43ebQIXKccA Key Points Stock options are a form of equity compensation that give employees the right to purchase company stock…

1 year ago

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