Why a Roth and a taxable account are a young saver’s best friend

KJ: We recently wrote about: Financial independence: a new concept in lifestyle retirement planning, but how do you know where to save and how to save to reach financial independence? Especially if you are a young saver, some of the … Continue reading

State of the union: what is MyRA? Success or failure? What we know now.

KJ: So without getting into any of the politics from the State of the Union, we wanted to bring a quick summary about what this new myRA account is all about (i.e. with many wondering if myRA is a new … Continue reading

How to save for retirement if you don’t have a 401(k)

KJ: How DO you plan for retirement and save when there aren’t any options with your employer? What happens if the 401(k) (or 403(b) for those public workers) everyone pines for isn’t even an option for you? Surely there have … Continue reading

What does it mean to “roll over” your 401(k)?

  KJ: Have you ever had a job that you left forgetting you had a retirement plan that you had at the prior company? Chances are this may have happened to you at some point in your career. When you … Continue reading