Tax-Advantaged Accounts
3 articles on tax-advantaged accounts.
- ·9 min read
The Federal Employee's Secret FIRE Weapon: Why Your FERS Pension Changes Everything
Standard FIRE math ignores the FERS pension, FEHB continuation, and the Supplement bridge. Federal employees who plan around all three reach financial independence years earlier than the 25x rule suggests.
- ·8 min read
The Roth Conversion Ladder: How Early Retirees Access 401(k) Money Before 59½
A Roth conversion ladder lets early retirees access 401(k) money penalty-free starting at age 50, if they plan it right. Here's exactly how it works.
- ·10 min read
Trump Accounts, TrumpIRA.gov, and Your FIRE Plan: What Actually Changed
TrumpIRA.gov and Trump Accounts are two different programs aimed at different populations. Here's what each actually changes — and how an early-career FIRE saver should think about both.
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