Deferred Compensation Plans — 457(b), 457(f), and 409(a)
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s.
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.
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s.
The most complicated routine question for investors is the annual dilemma about Roth contributions and conversions. Here's what to know.
If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange?
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions.
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you?
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Here's how TIPS works and whether it's a better deal than nominal bonds or other inflation-protected bonds like I Bonds.
The Roth or traditional 401(k) decision can be complicated for high-income professionals. Consider these factors to best protect your income.
Answering reader questions about I Bonds and if they are still a worthwhile investment or if it might be time to let them go, buffer assets and if they're worth it, and the best way to invest in small value stocks.
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes.
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not.
Recently, I made a rather expensive financial “mistake.” Let's review the psychology and actions that led me to make this decision.
What do the Trump Administration tariffs mean for your investment portfolio? And what steps should you take to protect your money?
While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings?
Answering questions about 1031 exchanges, the national debt of the US and how much of a problem it'll be, and what's the latest with the SAVE student loan forgiveness program.
Among some investors, real estate syndications get a bad name. Let's talk about why and how an intelligent investor invests in syndications.
Medical school may not have taught you about money, but we will.
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