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Pillar 3

Money

Catch-up retirement saving, how to vet a financial advisor, the conversation about a parent's money, and the small-business basics for the self-employed half of Gen X. Specific numbers, no product pitches.

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  1. 1

    Guide

    Catch-up contributions after 50: how much more you can put away

    The extra retirement contributions allowed from age 50 in a 401(k), IRA and HSA, how the limits work, the special window in your early 60s, and whether to prioritize them over paying down the mortgage.

  2. 2

    Guide

    The self-employed Gen X money checklist

    For the roughly one in four Gen Xers who work for themselves: the quarterly estimated-tax rhythm, the retirement accounts that beat an IRA, separating business and personal money, and the records that keep an audit boring.

  3. 3

    Guide

    Taxes: IRS letters, unfiled years, payment plans

    The tax side of money has its own section.

  4. 4

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