The Tax Planning Window and Partial Roth Conversions for “401k Millionaires”
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Don't give the government an interest-free loan this year. Know how, why, and when to adjust your withholdings to avoid a big tax refund.
Building an Accessory Dwelling Unit solved The Darwinian Doctor's childcare problem and helped out his parents. Learn if ADU's might be a solution for you.
TPP found a silver lining after experiencing financial blows. He turned to DIY Investing as his preferred path to FI and welcomes you to join the ride.
Are you any happier despite spending more and more each year? Lifestyle creep happens to the best of us -- combat it or jeopardize your financial future.
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
Using current market valuations to predict future returns can be a difficult exercise, but if you truly expect low future returns, there are a few things you can do about it.
Learn about the vacation rental market and if investing in this popular real estate trend is right for you.
Although there are lots of reasons for marriage, Bonnie Koo, MD believes it sometimes makes sense to delay marriage for the financial perks of cohabitation.
You no longer have to guess at the outcome of your interest subsidy if you prepay your loan under RePAYE. A persistent doc found the answer for you.
It's not too late to turn things around if you never "lived like a resident" or if you inflated your lifestyle too quickly as an attending. It's time to make a change and get mad at debt!
Winter months are the best months of the year to negotiate and purchase a home. Here are three ways you can save money buying a home this time of the year.
Were you aware that your Solo 401(k) could be used to directly purchase real estate? Find out how it's done and if it's right for you.
Hiring a nanny seems to be the preferred choice of child care for dual-income physicians. Learn how to find and hire the best nanny for your family.
The Sec. 199A deduction is still a little confusing but has become much more clear over the last year. Here are 11 tips to help you understand the new law and maximize the size of your deduction so you aren't leaving money on the table.
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