What employees should know before their company goes public Learn what employees should consider as their company enters the public market, from stock options and taxes to lockup periods, liquidity, and financial planning.
What is a safe harbor 401(k)? A safe harbor 401(k) is a retirement account with 100% immediate vesting of employer funds. Learn about the mandatory safe harbor match and other account benefits.
What is the five-year rule for a Roth IRA? Learn the Roth IRA 5-year rule, when the clock starts, how conversions differ, and what can happen with early withdrawals.
What is a Roth 401(k)? Learn what a Roth 401(k) is, how after-tax contributions work, 2026 contribution limits, tax rules, and how it compares with a traditional 401(k).
How equity shapes workforce decisions, engagement, and financial confidence Workers increasingly view equity as a symbol of trust and shared success, and many say they would be less likely to accept or stay in a role without it.
Leading the way: Female entrepreneurship is up 69% Female-founded businesses have grown exponentially since 2019, while overall new business formation jumped 37% year over year in January.
How to turn a new job into a full financial reset Starting a new role can be a good time to reassess financial priorities and build stronger habits to support your long-term goals.
Types of 401(k) plans Different types of 401(k) plans offer varying tax advantages and contribution rules; understanding these options may help people choose the plan that aligns with their financial goals.
Rollover IRA taxes and the 60-day rule Moving retirement funds? Learn how the 60-day rollover rule works. Discover how to avoid rollover IRA taxes and penalties with this step-by-step guide.
401(k) matching example: Potential growth over time Example of 401(k) matching and how this can potentially affect your retirement savings over time.
Roth 401(k) vs. Roth IRA: Key differences Roth 401(k) vs. a Roth IRA have big differences. Learn more about each account's contribution limits, eligibility criteria, and required minimum distributions in retirement.
How to negotiate salary Salary negotiations can significantly impact long-term compensation, including raises and bonuses. Many employers expect candidates to negotiate.
