Tech Firms Are Pausing 401(k) Matches to Fund AI — And Workers Fear It’s Contagious
A $2 billion Texas tech firm quietly told its 16,000 U.S. workers last month that their 401(k) employer match is gone. Not because of a...
401k Rollovers
The Widow’s Tax Penalty — How Losing a Spouse Can Double Your Tax Rate on a .6M 401(k)
For millions of married retirees sitting on seven-figure traditional 401(k) balances, the financial plan looks solid — until one spouse dies. A May 13, 2026...
Congress Launches GAO Probe Into Private Equity Inside Your 401(k) — What It Could Mean for Your Retirement Portfolio
Rep. Richard Neal (D-MA) sent a formal letter on May 8, 2026, to Acting Comptroller General Orice Williams Brown requesting that the Government Accountability Office...
April CPI Hits 3.8% — What Scorching Inflation Means for Your 401(k) Bond Allocation and CD Ladder Right Now
Tuesday, May 13, 2026 morning’s inflation report wasn’t what anyone hoping for a rate cut wanted to see. The Bureau of Labor Statistics reported that...
Trillions in 401(k) Savings Are Quietly Shifting Into Collective Investment Trusts — and Regulators Aren’t Watching the Same Way
The shift was quiet. It was also historic. As of year-end 2025, Collective Investment Trusts now hold 54% of all target-date fund assets in U.S....
401(k) Withdrawals Are Quietly Adding ,500 a Year to Your Medicare Premiums — Here’s How IRMAA Works
A routine 401(k) withdrawal in 2026 could quietly inflate your Medicare premiums by more than $3,500 a year — two years from now, in 2028....
Record 6% of Americans Raided Their 401(k) for Hardship Withdrawals in 2025 — Frozen Rates and Inflation Are Squeezing Near-Retirees Hardest
A record 6% of American workers tapped their 401(k) accounts for hardship withdrawals in 2025 — up from 5% in 2024, a 20% year-over-year jump...
VOO Slips in Pre-Market Trade Today as Middle East Oil Shock Hits 401(k) Investors
The Vanguard S&P 500 ETF (VOO) slipped just 0.05% in Monday morning pre-market trading — falling from Friday’s close of $662.52 to $661.68 — as...
IRA Rollover Options
IRA Rollover Options Explained IRA rollovers have gotten surprisingly nuanced with all the different account types floating around. As someone who’s helped people consolidate messy...
Boost Your Small Business with Easy Credit Card Processing
Understanding credit card processing is crucial for small businesses. Despite the complexities involving various players, fees, and jargon, proper guidance makes it manageable.
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