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Investing

Is It Ever a Good Idea to Over-Fund a Roth IRA?

Answering reader questions about the penalties of over-funding a Roth IRA and if they're worth it to pay for better growth, if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early, and how much asset protection you get in a solo 401(k).

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Solo 401(k) Questions

Answering reader questions about how to convert old IRAs to solo 401(k)s, opening a second solo 401(k) after a geographic arbitrage move, and whether you should actually have two individual 401(k)s.

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Getting a Financial Plan in Place

Along with financial planner SC Gutierrez, answering reader questions about the benefits of the new SAVE student loan program, the importance of a written financial plan, and using HSAs as retirement accounts.

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