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Latest Articles
3 Ways Early Retirees Can Tap Retirement Accounts Without a 10% Penalty
Summary: In most cases, distributions from a 401k, IRA or other retirement account before the account owner reaches the age of 59.5 are subject to a 10% penalty. There are, however, a number of exceptions. Some of the exceptions…
Fidelity ZERO Funds–Are They Worth the Cost?
Fidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds carry no expense ratios, a first in the industry. As great as a “free” mutual fund may sound, however, many wonder whether…
How Much Cash Should Retirees Keep On Hand?
Moving from a regular paycheck to living off of your nest egg is not an easy transition. At least it hasn’t been for me. One of the many decisions retirees must make is how much cash should they have…
How Investment Fees Affect Wealth
It costs money to invest. We pay all types of fees, some obvious, some not so obvious. In this article I’m going to walk through the most common investing fees you are likely to encounter. Then we’ll examine just…
7 Best IRA Accounts to Open in 2023
Opening an IRA account is an important step towards saving for retirement. The best IRA accounts have low fees, a wide array of investment options and tools that make investing easy. Summary of Best IRA Accounts Betterment Best Robo…
The Ultimate Investment Tracking Spreadsheet
Keeping tabs on your investments can be a headache. That’s particularly true, if like me, you have a number of different accounts. While my favorite investment tracking app is Empower (previously called Personal Capital), another tool I use is…
Rob Berger is a former securities lawyer and founding editor of Forbes Money Advisor. He is the author of Retire Before Mom and Dad and the host of the Financial Freedom Show.