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You Maxed Out Your 401(k) – What Should You Do Next?

October 31, 2022 By Katie Brewer

Your 401(k) is a valuable part of your retirement plan, but it’s only one piece of the puzzle.  There are many benefits that come along with a 401(k,) including pretax or Roth 401(k) salary contributions (or both,) company matching, and tax-deferred accruals. And for many people, a 401(k) is where they focus most of their retirement savings. That being said, there are some downsides to Continue Reading

Filed Under: Retirement, Retirement Planning Tagged With: 401(k), brokerage account, IRA, max out 401(k)

Spousal IRA Contributions: Who’s Eligible?

November 18, 2021 By Katie Brewer

Spousal IRA

In certain situations, a working spouse can contribute to an individual retirement account, or IRA, in the name of a spouse with little to no income. This is called a spousal IRA contribution. But it’s actually a bit more complicated than that, and many people find that they’re ineligible for this strategy. So if you’ve considered making a spousal IRA contribution, read on first to find out if it Continue Reading

Filed Under: Retirement Planning Tagged With: household finances, IRA, marriage, spousal IRA contributions

4 Things You Need To Know About IRAs

May 7, 2015 By Katie Brewer

Retirement may seem like it is a distant fuzzy target, but talk to any successful retired person, and they will tell you that it took a lot of planning and saving to reach financial independence. Financial independence is when you have enough money saved or invested to create a stream of income for you to live off of. You may or may not choose to work in retirement, but it will be because you want Continue Reading

Filed Under: Financial Planning, Retirement Planning Tagged With: IRA, retirement, Roth

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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