Workplace Retirement Accounts
Discussing the intricacies of the Mega Backdoor Roth IRA and dissecting other retirement account questions. Plus, an interview with WCICON23 keynote speaker Christine Benz.
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.
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.
If the biggest fans of cryptocurrency and blockchain technology are worried about the future of the industry, they're not yet showing it.
You might endure painful penalties for not filing the correct solo 401(k) form at the right time. But help is out there. How's where to look.
Are you thinking about adding public REITs to your portfolio? Here are six reasons why you should think twice.
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Let's walk through a few of the high points from a book older than most medical students right now: John Rothchild's A Fool and His Money.
If you're not such a big fan of Jim Cramer and his stock picks, here's a way to try to make money off the opposite of what he recommends.
The Federal Reserve keeps raising interest rates to tame inflation; does that mean you should start loading up on bond funds?
Answering reader questions on a broad range of topics, including whether you should be public about how much money you make, how to move on after you make a financial mistake, and K-1 forms.
Many beginning investors feel overwhelmed when trying to design and implement their investment portfolios. This detailed plan should help.
When you invest in private real estate, you often get K-1s to fill out during (or after) tax season. Here's what all of mine looked like.
Answering reader questions about how to negotiate rent and whether you should create an LLC for real estate investments. Plus, a discussion on determining asset allocation in real estate.
There are plenty of advantages to owning the building that houses your medical practice, but drawbacks also exist. Here's what to know.
Now that the newest I Bonds rates have been released, should you still be buying them—or should you invest in TIPS bonds now?
An interview with Dr. Ayush Gupta of MD House Hacking, where we discuss the pros and cons of house hacking, how to screen a tenant, and when you should start investing in real estate.
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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