Resources

Did you know leaving behind a 401(k) account could cost you almost $700k in foregone retirement savings?

We consulted with experts like The Center For Retirement Research to perform the most comprehensive analysis to date on what the forgotten 401(k) crisis costs us — and what we can do about it.

Rollover Basics

Find your old 401k

Find your old 401(k)

We specialize in finding old 401(k)s instantly using our employer-lookup database. If we can’t find it right away, our rollover concierge team will track it down for you — for free.

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401(k) Withdrawals Explained

Many people wonder when they can access the money in their 401(k). If you want to retire early or need to take money out of your 401(k) to cover expenses, then keep reading to learn everything you need to know about 401(k) withdrawals.

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Retirement Planning

IRA Contribution Limits 2021

IRAs are a great retirement savings option with significant tax advantages. Most people open an IRA when they leave their job and roll over their 401(k) into a new retirement account. However, there are yearly IRA contribution limits that you need to know before making your contribution plan.

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Is a Backdoor Roth IRA Right for You?

A backdoor Roth IRA may sound like a sneaky loophole, but it’s actually a common (and completely legal) money move. The IRS doesn’t allow high income earners to directly contribute to a Roth IRA, so a backdoor Roth IRA is a workaround where a traditional IRA is converted to a Roth IRA. Keep reading to see if a Backdoor Roth IRA is right for you.

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Guide to Traditional IRAs

Did you know that more than one in three American households own an Individual Retirement Account (IRA)? Put together, Americans have saved over $9.7 trillion in IRAs alone. That’s not surprising, since IRAs offer great tax advantages for your retirement savings. This guide will help answer common questions about IRAs.

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How to open an IRA

An Individual Retirement Account – or IRA – is a popular retirement savings account that is tied to an individual, not an employer. Opening an IRA is a pretty simple process. It’s important not to worry about how much you have to invest and to simply focus on getting started as soon as possible.

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Roth IRAs Explained

A Roth IRA – or Roth Individual Retirement Account – is a special kind of IRA that requires post-tax contributions, allowing you to avoid taxes when you withdraw earnings. Roth IRAs can be a great option, especially if you expect to be in a higher income tax bracket in the future.

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How Much Will You Need to Retire?

Everyone wonders how much to save for retirement – the answer to this question depends on your spending. Saving 10% of your income is a great place to start. The sooner you start saving, the faster you unlock the power of compounding – which allows your money to grow at a faster rate.

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Picking the Right IRA

Best Rollover IRAs

Partnership Disclosure We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the

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IRA Reviews

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