Retirement money
The Roth Catch-Up Rule at 50: What Changes for High Earners
If you are over 50 and earned more than $150,000 last year, your extra 401(k) savings now go in after tax. Here is what that costs and what to check.
Retirement money
5 articlesCatching up on pensions and retirement savings, and the numbers that matter most in your last two working decades.
5 articles
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MoneySet Your 2027 401(k) Contribution in Your 40s
Open enrollment is here and the IRS number is weeks away. Here is how to choose a percentage you will not have to redo.
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Pensions, decodedWhat Happens to Your Pension When You Change Careers
Changing careers does not wipe out your pension, but it can scatter it. Here is what usually happens to the money, and what to check before moving it.
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Retirement, decoded"Behind" on Retirement at 45? What That Actually Means, and What Still Works
The rules of thumb are scary for a reason, but they are not a verdict. Here is how to read them, and the levers that still move the needle in your forties.
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Big decisionsPay Off the Mortgage Early or Invest? A Plain Comparison
One option buys certainty, the other buys growth potential. Here is how the two compare, and the questions that usually decide it.