Dive into the enchanting world of Social Security benefits as we unravel everything from early retirement to survivor benefits, all with a dash of humor and insightful stats!
Ever wondered what magic you can do with a Cash Balance Plan? Get the inside scoop on making withdrawals, rolling over to an IRA, and other retirement plan hacks. Dive in for some laughter and learning!
Delve into the zany world of KSOPS, where retirement meets stock ownership, employer generosity knows no bounds, and your future teeters on the stock market's edge. It's serious finance with a brush of humor and a dash of fun!
Dive into the world of Self-Directed IRAs (SDIRAs) with this humorous and educational guide. Explore the quirks, advantages, and potential pitfalls of these unique retirement accounts.
Get ready for a whimsical ride into the often perplexing realm of Self-Directed IRAs (SDIRAs). Discover the power, pitfalls, and peculiarities of investing in non-traditional assets like real estate and precious metalsβall wrapped up in a hilarious yet informative package!
Explore the essentials of retirement planning with a humorous twist. From assessing your homeβs place in your plan to tackling estate planning and tax efficiency, this article makes learning fun.
Explore the world of 403(b) contributions with a touch of humor. Learn all about tax-sheltered annuity plans, from who can participate to contribution limits. Get inspired and amused as you dive into the details!
Discover the wonders of 401(k)! Learn how it can be your ticket to a comfortable retirement with tax benefits and employer contributions. Prepare to laugh (a lot) and learn even more!
Discover the quirks and perks of 401(k) contribution limits for 2024. Learn about inflation adjustments, catch-up contributions, and how much you and your employer can stash away for your golden years.
Get the details on the maximum contribution limits for your 401(k) for 2024, with a humorous twist. Whether you're under or over 50, we've got the info on how much you can contribute and how to make the most of your retirement savings.
An enlightening yet whimsical journey into the world of Highly Compensated Employees (HCEs). Find out if you're one while laughing your way through IRS rules, retirement plan contributions, and other financial adventures.
Henleigh Reznik takes you on a hilarious and educational ride through the world of Roth IRA eligibility. Understand the numbers, laugh a little, and leave wiser!
All you need to know (and a few things you don't) about planning for retirement: 401(k)s, IRAs, Roth IRAs, and more. Served with a side of humor for good measure.
Dive into the whimsical world of annuity funds. Discover how your post-retirement piggy bank grows, what makes it tick, and why it's like having a wise, old financial fairy working for you.
Dive into the whimsical world of Traditional IRAs, Roth IRAs, and other amusing retirement plans. This guide will make you both laugh and learn. Yes, it's possible!
Discover how to manage your retirement account contributions and withdrawals with a pinch of humor. We dive into IRS laws, the difference between pre-tax and post-tax accounts, and the labyrinth that is Form 8606, all while holding onto our funny bones.
Ever wondered what happens to that 401(k) of yours when you decide to leave a job? Don't worry, we've got you covered with everything you need to know about your options in a fun and engaging way!
Discover how Mr. and Mrs. Q. Sample secure their assets and ensure their grandchildren's educational futures using trusts. A witty exploration of revocable and education trust accounts with practical examples.
Discover the whimsical world of Required Minimum Distributions (RMDs) with handy tips, strategies, and humorous insights to keep your financial dance steps in sync.
Dive into the world of Guaranteed Investment Contracts (GICs) and uncover how they can provide a secure, although sometimes deceptive, investment option within your retirement portfolio.
Unravel the mysteries of retirement planning with wit and humor. From calculating your magic number to understanding different retirement accounts, we mix fun and finance seamlessly!
Learn the art of recharacterizing your IRA contributions with humor and wit. From contribution limits to deadlines, we've got the informative scoop wrapped in a bundle of laughs!