How to do a Roth 401k rollover
Seeing as how the Roth 401k has only been around for a little over a year and a half, there isn’t a lot of information out there about rolling these things over. I have a Roth 401k at a previous …
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10 posts
$100,000 by Age 30 - 2006 annual review
Well 2006 is coming to a close and I figured I would check in on how I am progressing on my goal to have $100,000 in principal (solely my contributions) contributed to my various retirement plans. …
Read MoreRoth 401k rollover?
One of the great advantages, at least for me is that by contributing to my Roth IRA at work I know that some day when I leave the company I can roll it over to a Roth IRA which is a much friendlier …
Read MoreRoth 401k rollover rules?
I have been contributing to my Roth 401k for the last year and am now considering looking for a new job so that I can make even more money and contribute even more to my retirement. When I leave my …
Read MoreAdjustment to Roth 401k Withholding percentage
Well I just sent in the form to change my Roth 401k withholding percentage from 17.5% to 20%. This change is the direct result of me following my plans laid out in my $100,000 by Age 30 post. Seeing …
Read MoreAm I saving too much in tax-advantaged accounts?
Kind of feel weird even suggesting such a thought, because as a personal finance nut it is my job to fully take advantage of every possible edge I can use to stretch my dollars. Whether it is signing …
Read MoreRoth 401K Contribution Increase
Well our HR department sent out the form that allows us to modify our contribution percentage for the upcoming quarter. I went ahead and bumped up my percentage from 14% to 17.5%. This increase is a …
Read MoreRoth 401k checkup
Well I have only had 2 months worth of paycheck deductions at the new higher deduction level due to my switching over to the Roth 401K from a traditional IRA (see my posts here and here), but I am …
Read MoreRoth 401K: Cont
Well I didn’t exactly get to my follow up post as quickly as I would have liked to, but here goes. Well I ended up sending the form in and leaving my contribution at 14%. According to my …
Read MoreRoth 401k
Well I planned on starting this blog with more introductory articles on the basics investing tools available, but my employer just decided to offer a Roth 401k plan and I have to fill out the form …
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