Withdrawing money from your 401(k) before age 59½ can leave you with a big bill for penalties and taxes if you don’t know what you’re...
Nicholas Bunio, CFP
Articles by this author
Rule of 55: What You Should Know for Early Retirement
People who are looking for information on how to retire early often perk up when they hear about the “Rule of 55,” an exception that...
Solo 401(k) vs SEP IRA: Which Is Better for You?
Either a solo 401(k) or a SEP IRA can be a compelling retirement-savings vehicle for self-employed people and small business owners. But which is the...
Ways to Keep Your Cash Safe
The shocking failures of regional banks such as Silicon Valley Bank and First Republic this past spring may have brought to mind the scene in...