Connie Lee

Sr Marketing Operations Manager

Articles by

Connie Lee

Woman sitting at desk, holding a cup and using a computer in a bright room with plants.

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Solo 401(k)

Roth 401(k)

Mega Backdoor Roth Explained: How This Strategy Helps High Earners Save More

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401(k) Plans

Safe Harbor

Small Business

Safe Harbor 401(k) Plan: 2026 Trends to Know

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401(k) Plans

401(k) Loans: Rules & What to Know in 2026

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