What is different in your investing life as you approach retirement? Not much. You don't need to be doing something dramatically different than a 25-year-old. The mix may be different but the investments will be the same.
Today's podcast discusses cash balance plans, getting better returns with a 529, staying in a bad job for PSLF, and lots more.
If you have a lousy 401(k) or 403(b) plan you don't need to be stuck with high, hidden fees and poor investment choices. Here are 6 things you can do to get a better employer retirement plan put in place.
Four questions from an old friend about IRA's, S Corp salaries, employing your spouse, and opening a SEP IRA or Solo 401k with Vanguard.
Overcontributing to a Roth IRA is just one of many common mistakes I see. Advisors and accountants can miss these details so you'll need to understand them. Learn how to identify the problem and how to fix it.
Lots to discuss today about 401(k) loans, solo 401(k)s, convincing an employer to switch out of a crummy 401(k), and still answering questions about the backdoor Roth IRA.
Here's an update on how PoF is making early retirement possible. Our conversation includes managing part-time work, safe withdrawal rates, being debt free and listener questions.
Joel Schofer, MD, MBA explains everything you need to know about the military's new Blended Retirement System.
Lots of docs are severely limited in their retirement account availability. That's okay. You can always invest more in taxable.
There are many pitfalls when setting up a retirement plan for a small practice, but you can minimize them by using independent TPAs, recordkeepers, and advisors and by avoiding asset-based fees.
Some people don't like investing in index funds in retirement accounts. I don't have a problem with a little marketing hype, but when the facts are wrong I'm going to call you out on it.
My annual partnership 401(k) report came in. It turns out that investing in stocks has been very profitable for the last five years. But there are a lot more insights to be gleaned from the data.
Who wouldn't love a larger Roth IRA, especially when the alternative is investing in a taxable account? Chad Chubb explains the Mega Backdoor Roth IRA.
Never heard of a 401(h)? You're not alone. But for the right person, this triple tax-free account can be awesome. It's the mutant child of a cash balance plan and an HSA.
P.A.s face similar financial issues to physicians, but with some key differences. But whatever your income, the first things you learn about personal finance and investing are very high yield.