Backdoor Roth: Standard and Mega
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it.
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.
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it.
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price?
What kind of a return should you expect from your investments? Will future stock market returns be similar to the past? Don't count on it.
Today, let's focus on a specific type of passive real estate investment tool known as the real estate syndication.
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k).
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Let's go through each piece of our publicly traded portfolio and discuss why we own what we own and why you should know, too.
Now that the One Big Beautiful Bill is law, let's talk about Trump Accounts for babies and how they compare to other accounts for kids.
This was my first attempt at short-term trading, trying to take advantage of market volatility with a strategy to score some quick cash.
Answering reader questions about HSAs and who might want to use them, the Thrift Savings Plan, and what to do with your retirement accounts when transitioning into active duty in the military.
If you're not sure whether you are a delegator, a validator, or a DIYer when it comes to personal finance, here's a guide for you.
A new investor might not understand that looking at a fund's past performance doesn't mean it'll have similar future returns. Here's why.
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how.
With my intern year done, I have some feedback for my financial plan from before I became a resident. Here are the positives and negatives.
Answering reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and asset location.
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money,
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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