However, the couple only contributes up to the company match, leaving them wondering if they should cap their 401k contribution and switch to brokerage accounts. There are very few situations in ...

For instance, many investors squeak in their contributions right before the deadline rather than investing when they’re first eligible (Jan. 1 of the year before).

2023 allows a $22,500 max 401(k) contribution, with $30,000 for those 50+ considering catch-ups. Maximize 401(k) contributions if stable financially, devoid of high-interest debt, and with an ...

That way I can get the maximum HSA contribution but not overlap with my Medicare months.” The answer: Great idea, Jill, but you can’t do that. You will in fact have “overlap” months.