Inherited IRAs
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
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.
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
Have you contributed directly to a Roth IRA only to realize your income was too high to be allowed? Fix the problem through the Back Door.
Are you being sold the idea of an "infinite return" on real estate investments? Proceed with caution! Here's what they're really saying.
What's the ideal percentage to have in a Roth in retirement? Also talking joint family systems, investing in farmland, annuities, and lots more.
I can't believe there's still a need to defend investing in retirement accounts over taxable. Piling up evidence today to put bad advice to rest.
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Everybody knows that market timing doesn't work. Or does it? Let's take a look.
How do presidential elections affect the stock market? Looking at election season market trends and what it means for your investing plan.
Should you use a 100% stock portfolio? Historically high rates of return are tempting compared to pesky low-returning bonds. Here's the risk your taking.
Larry Swedroe is our guest today discussing portfolio construction, alternative asset classes, spending down assets in retirement, investing mistakes, and lots more.
Will a strategy of keeping "dry powder" or cash available to invest in a downturn increase your returns? Crunching the data to see if it can actually work.
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
Help set and measure your goals by using the future value formula to calculate the value of an investment after years of compounding interest.
How would you advise someone who knows nothing about investing? Here's an example of one of my "financial curbside consults" as a blueprint for how to help.
Are you using actively managed mutual funds or picking your own stocks? Here's my analysis of winning mutual funds revealing conclusions you need to know.
In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.
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.
We won't sell your information. Modify your preferences or unsubscribe at any time.
