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How to Invest When My 401(k) Fails Nondiscrimination?

1005. Is your company "returning" your retirement savings? In this episode, Laura answers a listener question from Jay P., who is frustrated that his contributions keep getting bounced back as taxable income. If you’re a high earner or a diligent saver, nothing is more frustratin ... Show more

. 10min 11sec

Save Too Much? Fix Excess Retirement Contributions Penalty-Free

1004. This week, Laura explains how to identify and fix overcontributions to your 401(k), IRA, and HSA. You’ll learn the specific deadlines for 2026 to remove excess funds penalty-free and how to handle the tricky tax paperwork that follows. In This Episode: The Cost of Mistakes: ... Show more

. 15min 53sec

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