Are We Over-Investing in 401(k)s?
Some people misunderstand the tax implications of a 401(k) and believe maxing them out will cost them money. Here's why that's bunk.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Some people misunderstand the tax implications of a 401(k) and believe maxing them out will cost them money. Here's why that's bunk.
Answering reader questions about the penalties of over-funding a Roth IRA and if they're worth it to pay for better growth, if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early, and how much asset protection you get in a solo 401(k).
You have a number of options at your disposal if you're looking to invest in real estate. Here's what you should know about the BRRRR method.
Answering reader questions about what to do when a real estate investment goes bad, how to use asset protection for your property or properties, and how to get a home office tax deduction.
If you want to tilt your portfolio toward more small cap value funds, here's what to think about and some examples to possibly try.
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Here's a guide on how to keep track of your portfolio’s annualized real return so you'll know how much you have and how much you'll need.
Answering reader questions about how to convert old IRAs to solo 401(k)s, opening a second solo 401(k) after a geographic arbitrage move, and whether you should actually have two individual 401(k)s.
Adventure is a regular part of my life, but sometimes, I get overconfident. Here's why that's a bad idea for your life and your finances.
Answering reader questions about whether to invest in India's stock market, the best way to invest your HSA dollars, and the tax efficiency of ETFs vs. mutual funds.
At 36, I was a health nut. I followed all the recommendations I preached to my patients. Then, one day, I woke up dizzy. It was MS.
For those who want an alternative to stocks and bonds, oil and gas investing can be a good way to save in taxes or create an income stream.
Annuities are not usually recommended for readers of The White Coat Investor. But does investing in QLACs actually make sense?
Along with financial planner SC Gutierrez, answering reader questions about the benefits of the new SAVE student loan program, the importance of a written financial plan, and using HSAs as retirement accounts.
Let's compare seven different private real estate lending funds from four different companies and see what we like (and what we don't).
Answering reader questions about how 401(k) and IRA limits are totally separate, making Roth vs. traditional contributions, and what to do with retirement accounts when transitioning from residency.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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