The Old Playbook Was Simple — and It Made Sense For decades, the conventional wisdom was clear: if your employer offered a 401(k), you maxed it out. Period. The math was hard to argue with. Every dollar you deferred...
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Updated for 2025 As Benjamin Franklin famously said: “In this world, nothing can be said to be certain, except death and taxes.” As the IRS tax filing deadline approaches, many of us become keenly aware of and curious about...


