Why Wealthy Charitable People Should Not Do Roth Conversions
Roth conversions are a great way to limit how much you or your heirs have to pay in future taxes. But they're not always the right move.
Roth conversions are a great way to limit how much you or your heirs have to pay in future taxes. But they're not always the right move.
Answering reader questions about charitable trusts, TIPS vs. I Bonds, and whether churches should be more transparent about how they spend their tithe money.
Becoming wealthy isn't rocket science, but here are a few "rules" you may not have thought of that helped us to become wealthy.
FSKAX and VTSAX are two popular mutual funds offered by Fidelity and Vanguard, respectively. Learn the differences between the two funds.
2022 was not kind to the wallet and the retirement prospects of average Americans. But perhaps we should be hoping for a repeat of it anyway.
Now that FTX has imploded and Sam Bankman-Fried is facing prosecution, what can we take away from this crypto disaster?
Now that the Secure 2.0 Act has been signed into law, here's everything you need to know about the changes for high-income earners.
It's easy to make a mistake on your Roth IRA contributions in the year you start earning a big salary. Here's how to avoid this miscue.
Let's take a look at how my portfolio performed in 2022 and determine which investments did the best—and which did the absolute worst.
Wouldn’t it be great if, as investors, we could increase our risk tolerance? Let me show how it's possible to do exactly that.
Last January, we asked for your 2022 crystal ball predictions. Now, let's look back and see what we got right and what we got wrong.
Let's talk about the 35 signs that you are not a very good investor, and let's figure out how you can avoid those pitfalls.
Since I started investing in it in 2006, the G Fund has been a lousy investment. But now, conditions are perfect for it to shine bright.
Discussing the intricacies of the Mega Backdoor Roth IRA and dissecting other retirement account questions. Plus, an interview with WCICON23 keynote speaker Christine Benz.
Using real estate to pay for college may work well for the right person or family—either on its own or in combination with the 529.