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Don’t Make This Costly 401(k) Mistake (and What to Do Instead)
It’s a strange time in the world of personal finance. On one hand, data shows that people are contributing a higher percentage of their pay to …
401k Contribution And Income Limits (Annual Guide)
401(k) limits increase each year. If you want to max out your retirement account, check out the 2025 401(k) contribution limits. The post 401k Contri…
How a 401(k) Works: The Easiest Way to Grow Your Money
A 401(k) is a retirement savings account that allows you to invest a portion of your paycheck before paying taxes. In many cases, employers will mat…
How To Withdraw Money Out Of A 401k Or IRA Early
Are you wanting to withdraw money out of a 401k or IRA early (and hopefully penalty-free)? Here's what to know! The post How To Withdraw Money Out Of…
Do You Report A 401k Or IRA On The FAFSA?
You do not have to report a 401k or IRA on the FAFSA, but income from these accounts can impact your financial aid. The post Do You Report A 401k Or …
No 401(k)? No Problem—Smart Retirement Strategies for the Self-Employed
When you’re self-employed, you gain flexibility, freedom, and control over your income—but you also lose something many full-time employees tak…
How To Fill Out Form 5500-EZ For Your Solo 401k
The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. Here's how to fill it out. The post H…
What if You Always Maxed Out Your 401k?
What’s the surest way to become a millionaire? I can tell you right now – max out your 401k contribution every year. It will take a while, but I guar…
Meet Extra Guac: A Free Year of ProjectionLab, Lunch Money, Kubera, Mezzi, Carry Solo 401k, Discoun…
Since February 4th, I’ve been thinking about what a “FIRE Bundle” could look like.
Meet Extra Guac: A Free Year of ProjectionLab, Lunch Money, Kubera, Mezzi, Carry Solo 401k, and More
Since February 4th, I’ve been thinking about what a “FIRE Bundle” could look like.
