after-tax 401(k)

What is the After-Tax 401(k)?

The 401(k) has become synonymous with retirement. It’s the primary type of account used to save for retirement in today’s corporate world. Most are aware of the tax benefits a traditional 401(k) provides along with often generous “matching contributions” made by employers to encourage saving. However, one potentially overlooked 401(k) option by both employers and …

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roth conversions

How to Maximize Roth Conversions

Roth conversions are a powerful tool to utilize for various reasons when it comes to maximizing retirement savings. A Roth conversion is an essential part of the back-door Roth ira strategy (for high-income earners) who otherwise can’t make a direct contribution to a Roth. It’s also a strategic way to “max out” marginal income tax …

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money savings tips for college

3 Money Saving Tips for College

With the ever-increasing costs of college, starting to save for a child’s college expenses can feel like a daunting endeavor. Not to mention balancing saving for college with the myriad of other financial priorities you or your family may be working towards such as your own long-term financial security. However, as with any financial goal, …

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