Retirement Archives - The Budget Brainiac

Smart solutions for tough money problems

Retirement

Private Funds and Crypto in Your 401(k)? Approach with Caution

BradSeptember 19, 2025September 22, 2025

The White House recently issued an executive order aimed at allowing access to alternative investments within retirement accounts. Specifically, private market investments (those not listed on public exchanges) and digital assets...

Retirement

Key Benefits of Moving Retirement Funds into a Rollover IRA

BradSeptember 5, 2025September 5, 2025

I’m getting ready to help a family member roll over their retirement accounts from previous employment into a new, Rollover IRA account. The benefits of doing this are: Simplification –...

Financial Independence Retirement

How to Achieve Early Retirement with a Taxable Brokerage Account

BradJuly 11, 2025July 9, 2025

Investing in a 401(k) or an IRA is one of the best ways to save for retirement. What if, however, you wanted to save for retirement while maintaining access to...

Retirement Vesting Schedule

Understanding the Vesting Schedule

BradJune 18, 2019June 18, 2019

Your employer distributed an email this week stating that some updates have been made to the employee benefits package. As you peruse the document you come across a table labeled,...

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