529 Plans – A Fantastic Tax Break for the Rich
A 529 plan is a great way to save for college, but who are we trying to kid? 529s help save on taxes. If you're wealthy, be sure to use them!
A 529 plan is a great way to save for college, but who are we trying to kid? 529s help save on taxes. If you're wealthy, be sure to use them!
Are you scared of inflation? You should be! Here's specific advice about what to do as an investor to combat inflation in a low interest rate environment.
If you are over the age of 50, take advantage of retirement catch-up contributions to power up your goal of financial independence.
The best way to use real estate depreciation is against ordinary income. These are the two ways to do it.
Combating inflation is vital to successful investing. Know how it is measured, and what you can do with your portfolio to fight against it.
Your investing questions answered! Topics covered include how to calculate ROI, using a UTMA account, TIPS allocation, and dollar-cost averaging vs. lump sum.
The self-employed have plenty of options for retirement savings: an i401(k), SEP IRA, HSA, Defined Benefit/Cash Balance plans, etc. Which is best for you?
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
SPACS are "blank check" companies buying private companies they take public. Here's why my investment dollars won't be joining the frenzy.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong. Here's how to get it right and make contributions a simple task.
The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.
Don't let the tax ignorance or sleight of hand of insurance salesmen cause you to mistakenly purchase a life insurance policy you don't need.
Does Cathie Wood have a crystal ball? Should you buy Ark Funds? Find out now!
If you're behind on retirement savings use these strategies to quickly get caught up. Also talking about creating your own index fund, pro-rata rule & 457 plans, DINKS & lots more.