What to Do with Your Old 401(k) If You Change Jobs
If you're leaving your employer and you have a 401(k), what should you do? There are six options, some of which are better than others.
There are dozens, if not more, ways to save for retirement. It ranges from employer-assisted accounts like 401(k)s and 403(b)s to self-funded vehicles like IRAs and HSAs. Learning about retirement accounts is paramount to good financial literacy.
If you're leaving your employer and you have a 401(k), what should you do? There are six options, some of which are better than others.
My wife's new job benefits are fantastic, including access to a 457(b). Now, it was decision time. Should we actually use this account?
Ready to complete your Backdoor Roth IRA with Fidelity? Check out this tutorial which will walk you through it step by step.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it can get pretty complicated.
Answering listener questions about how TSP Roth in-plan conversions work, what to consider when converting a traditional IRA to a Roth IRA, and whether having too much in a 529 is really a problem at all.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Ready to complete your Backdoor Roth IRA with Vanguard? Check out this tutorial which will walk you through it step by step.
Answering listener questions, where we break down the pros and cons of reinvesting dividends automatically vs. manually, explore how to balance the risk of relying on a pension and 457(b), and talk about common 1099 pitfalls.
Sometimes fourth-year medical students ask me, "Should I rank the program that offers a retirement match higher?” Here's what I tell them.
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2026. Here's what you need to know.
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025.
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio.
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k).
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down.
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.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
