Many people don’t know that you can make early withdrawals from your retirement accounts like your 401(k) and IRA. But should you? … Read More
IRA

Should you contribute to a Traditional IRA or Roth IRA?
There are two types of IRAs (Individual Retirement Arrangements): Traditional and Roth. Which one is right for you? … Read More

How to rollover your 401(k) to Fidelity
I explore the process of doing a rollover of a 401(k) to an IRA at Fidelity Investments for the first time. UPDATE: Added in details on whether you are rolling over pre-tax funds or Roth funds. I’ve been taking a … Read More … Read More

You can still save for retirement after you’ve retired
If your circumstances permit it, you can continue to save for your future for many years after your retirement. We tend to think of retirement as an event. One day you are working, and boom, the next day, you’re retired. … Read More … Read More

If you were automatically enrolled in an IRA, would you opt-out?
A look at the state-run auto-IRA plans and whether they are a net benefit for employees who don’t have (or utilize) other retirement options. Not everyone has access to a workplace-retirement account like a 401(k). A few years ago, I … Read More … Read More

Can you do a partial rollover of a retirement plan?

How to know when it’s time to rollover your old retirement plan

How to transfer an IRA to Vanguard
