Category: 401(k) Plans

Is there an optimal time to convert a traditional IRA or old 401(k) to a Roth IRA? While a Roth conversion may never make sense

Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely

The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a

How to roll over a 401(k) to an IRA in 5 steps Rolling over an old 401(k) after you leave your job is easy, but

Is it always a good idea to max out your 401(k)? For wealthier retirees or individuals with a sizeable pension, you might not want to

Updated for 2021. One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets

Updated for 2025. Can I contribute to more than one retirement plan? This is a common question for individuals that have more than one job

Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.