Profit Sharing 401ks
Q. How can I tell if it will be beneficial to start a 401K/Profit-Sharing Plan for my solo practice? I have several employees. At what point am I better off investing in a taxable account instead of...
Q. How can I tell if it will be beneficial to start a 401K/Profit-Sharing Plan for my solo practice? I have several employees. At what point am I better off investing in a taxable account instead of...
How much money do you really save by using a 529? You get the benefits of tax-free growth, tax-free rebalancing if needed (probably not since you can usually rebalance simply with new contributions),...
From time to time the big mutual fund/brokerage houses come out with a study using the data they obtain from their 401(k), IRA, and/or brokerage data. The conclusion of the study, unsurprisingly, is u...
Your retirement date is critical to ensuring a comfortable retirement. Consider these factors and choose your date wisely if it's under your control.
[I always find it amazing how little you hear in the news and other media about asset classes with recent poor performance. Asset classes like gold and emerging markets had a rough year last year, esp...
[Editor's Note: This article was originally published in the ACEP Young Physicians Section Newsletter a few months ago. There isn't an electronic copy of the newsletter to link to, so I've decided to...
By Dr. Jim Dahle, WCI Founder Let's say you've done very well for yourself and you're going to have an estate tax problem. Your estate will be more than $5.34 Million ($10.68 Million if married) when...
A home is an investment, for better or worse. It has expenses, has capital gains (or losses) and pays dividends (saved rent.) Invest wisely.
[Editor's Note 2/3/2020: This post gets more traffic than any other asset location post on the blog. But it is far from my best post on the subject. In fact, I'd recommend you skip this one entirely a...
An individual retirement ANNUITY is the ideal way to hold a SPIA purchased with tax-deferred money. You avoid a big tax bill and complex calculations.
[Editor's Note: Today's debate participants are Jilliene Helman, of Realty Mogul, advocating for crowd-funded Private Equity (the business she is in) and myself advocating for publicly traded REITs fo...
Are you worrying about the wrong investing risks? Become an investing adult by understanding and mitigating against the TRUE risks of investing.
There are nearly 20 companies offering individual or Solo 401(k)s. There are great options at Vanguard, Fidelity, Schwab, and TD Ameritrade. Find out which Solo 401(k) provider is best for you.
Bitcoins are for speculating, not investing. High-income professionals can easily reach their financial goals without speculating.
This post evaluates 8 different aspects of investing to determine which is the better overall investment — stocks or real estate.