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New Executive Order Will Allow Real Estate to Be Bracketed Into 401(k)s, Marking a Potential Invest…
Landlords could soon be able to include their property assets in their 401(k) retirement plans. The White House has confirmed that President Donald T…
Freedom vs. Fiduciary Responsibility in a Company 401(k)
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k). The post Fr…
Comparing The Most Popular Solo 401k Options
We compare the most popular solo 401k options from providers such as Fidelity, Vanguard, Schwab, Etrade, and more to show you the best prices. The po…
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…
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.
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, 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, Mezzi, Carry Solo 401k, Discounts on Fr…
Since February 4th, 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…