The New WCI 401K
Six months ago we began the process of creating the World's Best 401(k) Plan. See my wish list of features, compromises, and final result!
Six months ago we began the process of creating the World's Best 401(k) Plan. See my wish list of features, compromises, and final result!
If you haven't yet contributed to your backdoor Roth IRA, here's the help you need to get it done today. Also discussing adding asset classes to your investment plan, inherited money, and lots more.
This Backdoor Roth IRA tutorial takes you step by step through the contribution process including Form 8606 & contributing via Vanguard. Get it done right & avoid costly mistakes.
Are Solo 401(k)s better than SEP-IRAs for an independent contractor? Here are the pros and cons of both plans for your small business.
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
Your 401(k) is an important benefit of employment and is a great place to invest for retirement. Here's how and why to get started now!
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.
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.
Discussing finances in Canada today. Also talking UTMAs, "separately managed accounts", over-contributing to a 457(b), tax-deductible student loan payments & lots more.
Tax-deferred retirement accounts are wonderful ways to reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
Today's guest explains how an academic physician can narrow the pay gap by taking advantage of a 403(b), 457, PSLF, FMLA, and more.
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
Should you pull money out of retirement accounts to invest in real estate? Answering this plus reader questions about stable value funds, split-dollar life Insurance, investing cash short term, and lots more.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it gets pretty complicated. Here are the rules.