Sam Swenson, CFA, CPA Articles

Jul 6, 2023 by Sam Swenson, CFA, CPA

Planning to Retire in 10 Years? Do These 4 Things First.

Get acquainted with what's likely to happen down the road.

Jul 5, 2023 by Sam Swenson, CFA, CPA

Planning to Retire in 2024? Take These Steps Before You Leave Your Job

If you're thinking of retiring next year, be sure to have a road map.

mature couple discussing finances with pens and paper

Jul 4, 2023 by Sam Swenson, CFA, CPA

Here's Why a Roth IRA Offers Incredible Tax Savings in Retirement

Paying taxes isn't fun, so consider taking the threat of future tax increases off the table with a Roth IRA.

Jun 30, 2023 by Sam Swenson, CFA, CPA

Worried About a Recession? Here's Why You Should Invest In the Stock Market

Regardless of where the market might be headed in the short term, the best time to invest is now.

Jun 30, 2023 by Sam Swenson, CFA, CPA

Here's How a Taxable Brokerage Account Can Help You Retire a Millionaire

Despite the clear downsides, taxable brokerage accounts maintain some interesting advantages.

Jun 29, 2023 by Sam Swenson, CFA, CPA

3 Downsides of Taking an Early 401(k) Withdrawal

Your retirement savings are truly meant for one thing: retirement.

Jun 28, 2023 by Sam Swenson, CFA, CPA

3 Reasons You Should Skip a 401(k) to IRA Rollover

A rollover doesn't always make sense -- be sure to know when that is.

Jun 27, 2023 by Sam Swenson, CFA, CPA

4 Reasons You May Want to Roll Over Your 401(k) Right Now

The cost of a forgotten 401(k) is more than you might think.

Apr 26, 2023 by Sam Swenson, CFA, CPA

Here's Why a Roth IRA Offers Incredible Tax Savings In Retirement

You'll be happy you contributed to a Roth once you reach retirement.

Apr 25, 2023 by Sam Swenson, CFA, CPA

The No-Brainer Retirement Account I'd Choose Way Before a 401(k)

Your employer's retirement plan is almost universally a good idea, but there are other accounts that matter, too.

Apr 25, 2023 by Sam Swenson, CFA, CPA

3 No-Brainer Retirement Savings Hacks That You'll Thank Yourself for Later

Getting the basics right is what it's all about.

Apr 24, 2023 by Sam Swenson, CFA, CPA

5 Silly Mistakes That Could Keep You From Retiring Early

Retiring early is still possible, but these mistakes are best avoided.

Apr 24, 2023 by Sam Swenson, CFA, CPA

The Unfortunate Truth About Maxing Out Your 401(k)

Saving in your 401(k) makes a lot of sense, but don't forget the downsides.

Mar 13, 2023 by Sam Swenson, CFA, CPA

4 Reasons to Avoid a Traditional IRA for Your Retirement Savings

Despite the potential benefits, there are better options out there.

Mar 13, 2023 by Sam Swenson, CFA, CPA

The Unfortunate Truth About Maxing Out Your 401(k)

Your 401(k) is a strong choice for retirement, but there are strings attached.

Mar 10, 2023 by Sam Swenson, CFA, CPA

3 Ways to Save for Retirement, Even in a Bear Market

The time horizon should be front-of-mind for long-term investors.

Mar 13, 2023 by Sam Swenson, CFA, CPA

3 Reasons to Avoid Dividend-Paying Stocks

Focusing only on dividends might be shortchanging your portfolio.

Mar 10, 2023 by Sam Swenson, CFA, CPA

The No-Brainer Retirement Account I'd Choose Way Before a 401(k)

The benefits of a Roth IRA are hard to ignore.

Feb 15, 2023 by Sam Swenson, CFA, CPA

4 Ways to Simplify Your Retirement Plan Right Now

Investment planning is one area where "more complex" doesn't mean better.

Feb 15, 2023 by Sam Swenson, CFA, CPA

4 Reasons You Absolutely Shouldn't Delay Social Security

There are certain scenarios in which waiting too long will be the costliest option.

Sam Swenson, CFA, CPA

Recent Articles by Sam Swenson, CFA, CPA

Planning to Retire in 10 Years? Do These 4 Things First.

Planning to Retire in 2024? Take These Steps Before You Leave Your Job

Here's Why a Roth IRA Offers Incredible Tax Savings in Retirement

Worried About a Recession? Here's Why You Should Invest In the Stock Market

Here's How a Taxable Brokerage Account Can Help You Retire a Millionaire

3 Downsides of Taking an Early 401(k) Withdrawal

3 Reasons You Should Skip a 401(k) to IRA Rollover

4 Reasons You May Want to Roll Over Your 401(k) Right Now

Here's Why a Roth IRA Offers Incredible Tax Savings In Retirement

The No-Brainer Retirement Account I'd Choose Way Before a 401(k)

3 No-Brainer Retirement Savings Hacks That You'll Thank Yourself for Later

5 Silly Mistakes That Could Keep You From Retiring Early

The Unfortunate Truth About Maxing Out Your 401(k)

4 Reasons to Avoid a Traditional IRA for Your Retirement Savings

The Unfortunate Truth About Maxing Out Your 401(k)

3 Ways to Save for Retirement, Even in a Bear Market

3 Reasons to Avoid Dividend-Paying Stocks

The No-Brainer Retirement Account I'd Choose Way Before a 401(k)

4 Ways to Simplify Your Retirement Plan Right Now

4 Reasons You Absolutely Shouldn't Delay Social Security

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