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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 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.
Meet Extra Guac: A Free Year of ProjectionLab, Lunch Money, Mezzi, Carry Solo 401k, Discounts on Fr…
Since February 4th, I’ve been thinking about what a “FIRE Bundle” could look like.
FAANG FIRE w/ Extra Guac: A Free Year of ProjectionLab, Lunch Money, Mezzi, Carry Solo 401k, Discou…
I’ve been thinking about what a “FIRE Bundle” could look like.
Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)
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. The post Mega Bac…
Roth IRAs and 401(k)s
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 …
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 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?
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?
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 🐶
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
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
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…
How To Retire a Millionaire With a 401(k) Plan in 19 Years
Funding your retirement is one of the most important financial goals you’ll ever pursue. But it can seem daunting, especially if you’re j…