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401(k)s, IRAs, 403(b)s, and Other Retirement Account Questions

401(k)s, IRAs, 403(b)s, and Other Retirement Account Questions

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 te…

Ask HTM: Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability – Episode 955

Ask HTM: Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability – Episode 9…

Let’s dive into the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a ques…

Ask Matt & Joel: I just got a raise. How much should I increase my 401k contributions?

Ask Matt & Joel: I just got a raise. How much should I increase my 401k contributions?

Today’s question comes from Javier in Gainesville, FL… “My question is about my 401k.  Let’s say I get a raise at work, and I want to put it int…

Should You Make Roth or Traditional 401(k) Contributions?

Should You Make Roth or Traditional 401(k) Contributions?

The Roth or traditional 401(k) decision can be complicated for high-income professionals. Consider these factors to best protect your income. The pos…

Average 401k Balances, Verbal Judo & Doggy E-Funds 🐶

Average 401k Balances, Verbal Judo & Doggy E-Funds 🐶

Good morning, HTM Family! Here are 5 universal truths of human interaction, via Verbal Judo… Just something to keep in mind when chatting with f…

Meta Benefits, RSU Details, 401k Match, and more

Meta Benefits, RSU Details, 401k Match, and more

Discover everything you need to know about Meta's exceptional employee benefits. From competitive compensation and stock grants to generous parental …

Mega Backdoor Roth IRAs & 401k True Ups

Mega Backdoor Roth IRAs & 401k True Ups

You have heard your colleagues talk about this “Mega Back Door Roth” thing? Or perhaps you read about it here on FAANG FIRE and thought i…

What Is a Solo 401(k) and How Does It Work?

What Is a Solo 401(k) and How Does It Work?

A solo 401(k) is a retirement plan for the self-employed. If you’re a business owner, a solo 401(k) is a way for you to access the same retirem…


Podcast Feed

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a ques…

401(k) Mistakes That Could Cost You Millions

401(k) Mistakes That Could Cost You Millions

One thing we've seen as financial advisors: not everyone knows how their 401k (or similar plan) works. Learn how these common mistakes can cost you M…

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate inve…

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

01.24.25   Clark Answers His Critics on Clark Stinks  /   Job Change and Your 401(k)

01.24.25 Clark Answers His Critics on Clark Stinks / Job Change and Your 401(k)

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode, how people end …

How To Maximize Your 401(k) Strategy!

How To Maximize Your 401(k) Strategy!

"I’m 31. My 401(k) lets me pick a percentage for Roth and a percentage for Pre-Tax contributions. I have $7k in a Roth IRA, and plan to max out 401(k…

WCI #401: Risk vs Reward - How to Find the Balance

WCI #401: Risk vs Reward - How to Find the Balance

Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our …


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