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.
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.
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.
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 you over-contribute to your 401(k).
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s.
The most complicated routine question for investors is the annual dilemma about Roth contributions and conversions. Here's what to know.
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions.
The Roth or traditional 401(k) decision can be complicated for high-income professionals. Consider these factors to best protect your income.