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The Opportunity Cost of Saving to a 401(k) Can Be Millions

The following blog was written by Robert Schmansky, CFP(r) and originally published by Forbes. One of the reasons that very few...

Four Reasons to Not Invest in Your 401(k) (or 403(b), TSP, or other employer-sponsored retirement pl

The following article was originally published at Forbes on 12/22/14. By Robert Schmansky, CFP® A rule of thumb that savers are often...

Approximately what percentage of my pay, pre-tax and post-tax, should I be investing for my retireme

Great question, this is an area I really enjoy making sure people get off saving on the right path. Your question involves a number of...

How to Maximize Roth IRA Conversions

One of the most important aspects of retirement planning that often goes ignored is the structure of investment accounts. Investors are...

Where should I save for retirement after my 401(k), 403(b) or employer plan?

First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and...

Is my 401(k) or 403(b) the best place to invest?

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...

Be Smart about the Roth Conversion

Originally published 4/16/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r) Roth...