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If you’re a high-income earner looking to maximize your retirement savings, you may have heard of the mega backdoor Roth strategy.
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Not to be confused with Stephen Hawking’s seminal work “A Brief History of Time”, here you will find a short primer on the beloved workplace retirement savings plan, the 401(k). If you were born after 1980, you would think that these employer plans have been around forever, but in reality, the plan is a relatively new workplace perk.
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We’re fielding questions about Employee Stock Purchase Plans (ESPP) more and more it seems. More often than not, these offerings are made available by mid-size to large, well established, publicly traded companies as an additional incentive for long-term savings in the form of stock ownership.
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Supplemental group insurance can be a great way to add an extra layer of security in your life. However, like any form of insurance, you will need to weigh the costs and benefits of adding to your existing plans. This begs the question: is supplemental group insurance the right option for you? While there is no one-size-fits-all answer, there are a few things you should consider before making any decisions.
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It may seem counter-intuitive, but spending your Health Savings Account (HSA) contributions on medical expenses now could be a huge mistake. While medical expenses are a necessity, it could actually save you a lot of money to use your own funds to pay for healthcare costs, especially while you are young.
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