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Your 401(k) is not an investment
Your 401(k) is not an investment. Neither is your IRA. Those are legal compartments for holding investments. Your investments are the mutual funds, stocks, bonds, and so on that you've bought. The...
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Certainties: Death, Taxes, And Change
My best tax advice: keep up with tax laws. You don’t have to become a tax expert but learn enough to 1) plan your strategies and 2) ask the right questions of your CPA if you choose to hire one. Don’t...
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Retirement accounts and money to spend
Everybody knows that retirement accounts like 401(k)s and IRAs offer great tax advantages (and once upon a time--and maybe again someday--a corporate match). But people who have plans to spend the...
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Step-By-Step Guide to Rolling Over Your Old 401(k)
Last year, I left my job at a bank holding company in the Midwest, packed my things, and headed to law school on the East Coast. There’s one thing I forgot, though — my 401(k). Well, I didn’t exactly...
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A Guide to Online Brokers for Investing Newbies (and Beyond)
Online brokers are known for cheap commissions on stock trades, along with low-cost account management services. These firms provide a place to start, grow, and maintain financial investments through...
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Choosing a Retirement Account: What's Available, and What’s Best for You?
You know you need to save for retirement, no matter how many years away retirement is for you. But understanding your choices and picking the right account may seem daunting.The most popular and talked...
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Canada and U.S. Retirement Showdown: Which Offers More for Retirees?
Let’s just say this — in all-out ground war between Canada and the U.S., Canada just can’t compete. After all, Canada’s defended by a few notoriously out-of-date military aircraft, and for some time,...
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Retirement Planning If You’re Under 30
Hey, you know what sucks? Being under 30.I’m not saying that from personal experience — I’ll be 30 in myself in just a few months, and I’ve enjoyed my 20s just fine, thank you. But if you read any...
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4 Ways Your IRA Beats Your Savings Account
You may wonder why you should save money inside a retirement account.The simple answer is that retirement assets are treated differently than regular assets. The federal government, many institutions,...
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4 Things Millennials Should Do Today to Prepare for Retirement
The Millennial generation — those born between 1980 and 1995 — have it pretty tough. After starting their careers in the worst economic downturn in a century, they're now being blamed for everything...
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How to Start Saving for Retirement at 40+
Perhaps you missed the memo urging you to start saving for retirement in your 20s or 30s. Or, if your situation is anything like mine, you started a family early or didn't find your passion in life...
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How to Enjoy Retirement If You Haven't Saved Enough
Are you ready to retire, but haven't managed to save enough yet?In fact, the U.S. Census Bureau of Labor Statistics says that although the average retirement age is 62, many seniors are retiring at age...
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8 Steps to Starting a Retirement Plan in Your 30s
It's simple: The sooner you start a retirement plan, the more you'll have during your golden years. What's not so simple is figuring out what you need to get started once you're ready. Fortunately, we...
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7 Investment Accounts All 30-Somethings Should Have
You're in your 30s now. If you're finally looking to get settled in your financial life, you may want to consider ways to build wealth over the long term. But that checking account alone isn't gonna...
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