The 5-Year Rule for Roth IRA Conversions
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots 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.
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.
Want an investment plan that doesn't require predicting the future? Design your portfolio with a fixed asset allocation and get on with your life.
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If you think you can't lose money investing in real estate you're fooling yourself. Here are 9 ways these investments can go bad.
How should you invest money you need in the short term for a wedding, house, education, etc? The answer depends on how much risk you're willing to take.
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There are lots of portfolios out there that are simply unreasonable. Here's how to identify a reasonable investment plan from the rest.
You only get so much Roth space in your life so tapping into it to pay off debt is a bad idea. Discussing this and lots more on today's episode.
Learn the advantages and disadvantages of private real estate access funds over syndicated deals, REITs, and other real estate investments.
To clear up misinformation out there, here's what I really think about topics like whole life, financial advisors, AUM fees, cryptocurrencies, etc.
Discussing how to get out of investment mistakes like expensive mutual funds and individual stocks. Also talking the 199 deduction, contract negotiation, PSLF side fund, and lots more.
The Federal Thrift Savings Plan is a great 401(k), but not without a few quirks you should be aware of. If you work for the military or federal government, you need to know the ins and outs of this plan.
If the SECURE Act changes your financial plan in a significant way, you're in the minority. Here's an analysis of the changes and what they mean for your retirement.
An examination of The Periodic Table of Investment Returns teaches valuable lessons. Most importantly, that you can ditch the crystal ball in favor of diversification.
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Are you enough of a super saver that you should be making Roth contributions and conversions in your peak earning years? Today we tackle the question.
Medical school may not have taught you about money, but we will.
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