Karen Roberts

Karen's Latest Articles

• What is a 403(b) retirement plan?

  It’s like a 401(k), except for a different type of employee.

  3 min read Oct 13, 2021

  

• What is the rule of 55 and how does it work?

  Should you take advantage of the rule of 55 to take an early distribution? Here’s what you need to know first.

  4 min read Sep 15, 2021

  

• How much should you contribute to your 401(k)?

  The amount may differ based on your age and current financial circumstances. Here’s what you need to know.

  3 min read Jul 23, 2021

  

• How to withdraw money from a 401(k) early

  While it might sound tempting, once you know the ramifications of an early 401(k) withdrawal, you may feel differently.

  7 min read Jul 13, 2021

  

• What happens to your 401(k) after you leave a job? 8 things to consider about moving your 401(k)

  If you’re leaving your job, don’t forget to take action on your 401(k).

  7 min read Jul 08, 2021

  

• Do you need a health savings account? Here are the pros and cons

  Setting aside pre-tax dollars for current and future medical expenses may be right for you. Here’s what to consider.

  4 min read Apr 19, 2021