401k & Employer Plans

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Beagle 401k Review (2025): Legit Service or Overhyped for Finding Lost 401(k)s?

Finding your old 401k accounts can feel like searching for a needle in a haystack. But locating those lost funds is crucial for your...

Beagle 401k Review (2025): Legit Service or Overhyped for Finding Lost 401(k)s?

Finding your old 401k accounts can feel like searching for a needle in a haystack. But locating those lost funds is crucial for your...

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Beagle 401k Review (2025): Legit Service or Overhyped for Finding Lost 401(k)s?

Finding your old 401k accounts can feel like searching for a needle in a haystack. But locating those lost funds is crucial for your...

403(b) Retirement Savings Calculator: Maximize Your Retirement Funds

Hello and welcome! I'm Michael Ryan, a retired financial planner with over 25 years of experience. I'm ere to guide you through the intricacies...

Can You Have Both a Roth IRA and a 401(k), and Which Is Better?

Have you ever asked yourself, "Can I have a Roth IRA and a 401(k)?" If so, you're asking the right question, but it's only...

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Beagle 401k Review (2025): Legit Service or Overhyped for Finding Lost 401(k)s?

Finding your old 401k accounts can feel like searching for a needle in a haystack. But locating those lost funds is crucial for your...

403(b) Retirement Savings Calculator: Maximize Your Retirement Funds

Hello and welcome! I'm Michael Ryan, a retired financial planner with over 25 years of experience. I'm ere to guide you through the intricacies...

Can You Have Both a Roth IRA and a 401(k), and Which Is Better?

Have you ever asked yourself, "Can I have a Roth IRA and a 401(k)?" If so, you're asking the right question, but it's only...

Roth 401(k) vs. Roth IRA in 2026: A Retired Planner’s Guide to Choosing

Saving for retirement is a financial marathon, and choosing the right account is like picking the right running shoes—the wrong choice can lead to...

401(k) vs. 403(b): A 2026 Planner’s Guide After SECURE 2.0

Are you ready to unlock the secrets to financial independence? For nearly three decades as a financial planner, I’ve seen people get paralyzed by...

Roth vs. Traditional 401(k) & Roth IRA Conversion Calculator: Your Tax-Saving Blueprint

Let’s be real: staring down the Roth vs. Traditional 401(k) decision feels like defusing a bomb with two wires, both labeled "TAXES." I've had...