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The Right Way to Withdraw from Your 401(k) Without Regret
In this issue:
- Latest in Retirement Savings & Personal Finance: $1.5 Million’s Retirement Mileage Across Various States, Therapy Needed in Market Turmoil
- The Right Way to Withdraw from Your 401(k) Without Regret
- Credit Card Debt Consolidation Calculator
- Market Overview
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Retirement Plan Contribution Limits in 2025
Comprehensive retirement plans (401(k), 403(b, 457(b), Solo 401(k), SEP IRA, SIMPLE IRA, IRA, Roth IRA, TSP, HSA etc.) contribution limits for 2025
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Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
Need to tap your 401(k) savings, follow the following order: Hardship Withdrawal, 401(k) Loan, and, as a last resort, a 401(k) withdrawal with penalties.
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Maximize Your Cash Returns
In this issue:
- Latest in Retirement Savings & Personal Finance: Inflation Pressure and 401(k) as Rainy-Day Fund
- Maximize Your Cash Returns
- Good Funds: Capital Group ETFs
- Market Overview
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March 2025 MyPlanIQ Portfolio Update
In this issue:
- Growth vs. Value: Late Stage and Early Stage of a Bull Market
- Fund Analysis: CLO Bond Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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Roth IRA for Kids? SEP IRA for Rental Income?
In this issue:
- News & Tips You Can Use: 5 Tax Tips For Tax Filing Season
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Backdoor Roth IRA Pro-Rata Conversion Calculator
- Market Overview
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6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
In this issue:
- Latest in Retirement Savings & Personal Finance: Tax Season, Regulations Relaxed, Low Housing Affordability
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- 401k Early Withdrawal Cost Calculator
- Market Overview
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Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
In this issue:
- Latest in Retirement Savings & Personal Finance
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- Solo 401(k) Maximum Contribution Calculator
- Market Overview
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The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Asset Allocation Calculator
- Market Overview
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February 2025 MyPlanIQ Portfolio Update
In this issue:
- QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
- Fund Analysis: QARP-style ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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Maximizing Your Savings & Investments: The Power of 1% Over Time
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Fee Calculator
- Market Overview
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Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
A cheat sheet for the important milestone ages such as Rule of 55, Catch-up Contributions, Medicare age,…
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Dividend Income Investments: Benefits and Pitfalls
In this issue:
- Latest in Retirement Savings & Personal Finance
- Dividend Income Investments: Benefits and Pitfalls
- Dividend Income Calculator for Stocks, ETFs, and Mutual Funds
- Market Overview
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Rule of Thumb: The 50/30/20 Budget Rule
In this issue:
- Latest in Retirement Savings & Personal Finance
- Rule of Thumb: The 50/30/20 Budget Rule
- Simple Budget Calculator
- Market Overview
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Option-Based Income Funds: Pros and Cons
Option-based income funds can be a valuable tool for income-focused investors, particularly in low-yield environments. However, their higher expenses, potential underperformance, and tax implications necessitate a cautious approach.
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9 Lessons From Retirees’ Biggest Retirement Regrets
In this issue:
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Returns of MyPlanIQ Core Model Portfolios
- Portfolio Simulator (Calculator)
- Lazy Portfolios: Simple Templates for 401(k) and IRA Investments
- Market Overview
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Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
Top 15 ETFs that average 401(k) investors can use to construct a solid asset allocation portfolio for their self-directed brokerage accounts.
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Top 15 Large Companies with the Highest Employer Match Rate per Employee
Top 15 Large Companies with the Highest Employer Match Rate per Employee: this group of companies have the highest matching rates to reward their employees’ retirement savings.
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Top 15 Large Companies Offering the Most Generous Employer Matches
Top 15 Large Companies Offering the Most Generous Employer Matches: this group includes airline pilots, physicians, consultants and transportation companies.
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Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans, compared with only 5,000 U.S. companies that have more than a billion dollar annual revenue.
