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The Melt-Up and What It Means for Your 401(k)
- Latest in Retirement Savings & Personal Finance
- The Melt-Up and What It Means for Your 401(k)
- RMD Traps and Roth Strategies: Use Our Calculators to See Your Real Situation
- Market Overview
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Caterpillar 401(k) Savings Plan Review: A 100% Match on 6% and $487 Million in Employer Contributions
The plan’s 2024 public filing disclosures shows employer contributions of $487 million against participant contributions of $456 million. That is a 106.9 percent…
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The Kroger Co. 401(k) Plan Review: A 5% Match with Master Trust Scale
For an associate earning $48,900 (the average implied by those numbers), hitting that 5% cap generates the full match. With roughly 70.7% of participants…
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Lockheed Martin Salaried Savings Plan 401(k) Review: 100 Percent Match up to 6% Pay and Over 51 Billion in Assets
Lockheed Martin has one of the most generous 401k match: up to 6% of your pay straight. This is something its employees definitely don’t want to miss.
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UnitedHealth Group 401(k) Review: 4.5 Percent Employer Match and Low-Cost Vanguard Funds
Earning an extra 4.5% annually from UntiedHealth company match is like a raise you shouldn’t ignore. Let alone the deferred tax savings!
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Microsoft Corporation Savings Plus 401K Plan Review: 50% Match Up to IRS Limit and a Mega Backdoor Roth Most Employees Miss
To give you a sense of how generous this is, the typical employer match in America is something like 50% of the first 6% of your salary. Microsoft matches 50…
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Beware of The Parabolic Stock Market Rise
Stock market melt-up risks, Social Security cap proposal, harder job market.
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May 2026 MyPlanIQ Portfolio Update
- Value and International Stocks
- Representative International Stock ETFs Review
- Economic & Market Indicators
- Market Overview
- Model Portfolios
- Funds to Watch
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Savings for Your Kids’ Lifetime Education
- Latest in Retirement Savings & Personal Finance
- Lifetime Education Cost Planner
- Market Overview
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Variable Annuity vs. 401K vs IRA
- Latest in Retirement Savings & Personal Finance
- Variable Annuity vs. 401K vs IRA
- Market Overview
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Variable Annuity vs 401(k) vs IRA: A Beginner’s Guide
Variable annuities are rarely a substitute for 401(k)s and IRAs. This guide breaks down fees, tax treatment, and when a plain vanilla variable annuity like Vanguard’s might make sense—plus why a taxable brokerage account often wins anyway.
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ETFs Can Match Lowest Cost Funds in 401(k) Plans
- Latest in Retirement Savings & Personal Finance
- ETFs Can Match Lowest Cost Funds in 401(k) Plans
- Retirement Withdrawal Calculator
- Market Overview
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Your IRA Can Buy ETFs That Rival Even the Lowest-Cost Plan Funds
You could almost find the lowest cost reputable ETFs that rival against those lowest funds offered in some large retirement plans.
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April 2026 MyPlanIQ Portfolio Update
- War Mongering and Fear Mongering in Investments
- Representative ETFs Review
- Economic & Market Indicators
- Market Overview: the Federal Reserve
- Model Portfolios
- Funds to Watch
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Wars and Investments
- Latest in Retirement Savings & Personal Finance
- Wars and Investments
- Oil Price and Inflation Infographic
- Market Overview
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FIRE: Financial Independence Retire Early Readiness
- Latest in Retirement Savings & Personal Finance
- FIRE (Financial Independence Retire Early) Readiness Calculator
- Market Overview
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Oil Prices and Your Wallet
- Latest in Retirement Savings & Personal Finance
- Oil Prices and Your Wallet: Oil Price Impact Calculator
- Market Overview
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Special Report: Iran War, Oil Price & Your Investments
- Special Report: Iran War, Oil Price & Your Investments
- Tools & Tips: Asset Location Calculator
- Market Overview
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Layoff & Your Rights
- Latest in Retirement Savings & Personal Finance
- Layoff & Your Rights
- Tools & Tips: Very Long-Term Stock and Bond Return Data
- Market Overview
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March 2026 MyPlanIQ Portfolio Update
- AI: Human Foes or Friends
- Interesting Funds Review: Closed-End REIT Funds
- Economic & Market Indicators
- Market Overview: the Federal Reserve
- Model Portfolios
- Funds to Watch
