The Marginal Value of the Backdoor Roth. Is it Worth the Trouble?
What's the actual dollar value of investing in a taxable account instead of using the backdoor Roth? PoF thinks the true value is less than we think.
What's the actual dollar value of investing in a taxable account instead of using the backdoor Roth? PoF thinks the true value is less than we think.
Some readers have asked if it is smart to use a 529 for retirement instead of education. Exploring the question today.
Not aware of the 60-day qualified dividend rule? It could cost you in taxes. Efficiently invest in your taxable account to avoid the problem.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
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.
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.
Understand the unique challenges and opportunities available to the self-employed like QBI, solo 401k, disability, HSAs, mega backdoor Roths, etc.
Do you know the difference between a 401k and a 457b? Here's PoF's primer to quickly help you understand and prioritize the various investing accounts.
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.
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.
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account.
Find out if you can take advantage of contributing after-tax dollars in your 401k via the mega backdoor Roth IRA. Also talking using margin in a portfolio, the index fund "bubble" and more.
There are 6 easy steps to successfully contributing to the backdoor Roth IRA but lots of mistakes are still made in the process. Here's how to fix them.
Dave Ramsey says raiding retirement accounts to pay off debt is dumb because it's like borrowing at 34%. Well, yes and no.
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