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Category: Retirement

129 results found
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Should I Treat Roth and Traditional Assets Equally in My Net Worth Statement?

Roth and traditional retirement assets aren’t treated the same for tax purposes, so should you treat them the same on…

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Is It Possible To Save TOO MUCH For Retirement?

Is it possible to save TOO MUCH for retirement? This couple is on-track to have over $20 million by retirement…

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Should I Maximize My Wife’s Roth IRA Before My 401(k)?

In the Financial Order of Operations, maximizing your retirement accounts is right after maximizing your Roth IRA and HSA. Where…

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Are 401(k)s the Biggest Scam in America? (Money Guy vs. the Internet)

Are 401(k)s actually a SCAM?! We hear that high fees take up half your money, you barely beat out inflation,…

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Can You Use a Taxable Brokerage Account to Max Out Your Roth?

If you don’t have the cashflow to maximize your Roth IRA, should you use money in your taxable brokerage account…

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Can I Withdraw Retirement Funds Early if I’ve Invested Well Since My 20s?

If you save really well while you are younger, can you start to pull money from your retirement accounts earlier…

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Is 100% Equity Allocation Wise in Retirement?

Some financial gurus are against adjusting your portfolio to a more conservative allocation as you get older. Does it make…

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Should You Diversify Retirement Assets Beyond Pre-Tax Investments?

Does it make sense to diversify retirement assets if you are primarily invested in pre-tax assets?

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When You Hit Your Retirement Number, Should You Keep Investing?

If you Know Your Number for retirement and reach that goal, does it make sense to continue investing even when…

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Is It Wise to Withdraw from Your 401(k) to Pay Off Student Loans Early in Your Career?

If you are early in your career, you may have both a 401(k) and student loans. Does it ever make…

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