My 2 Asset Location Pet Peeves
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
One of the best parts of being self-employed is you get to choose your own retirement plan. Of course, one of the worst parts is you have to figure out which retirement plan to use.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
403(b)s are slightly different from 401(k)s. One significant difference is this special catch-up contribution.
A reader wonders what he should do next with his money. The answer might be to spend some of it, but read this post before going down that route.
[Editor's Note: This guest post is from John Lim, MD. He sent me this email: "I'm a radiologist practicing in Newport Beach, California in a group of about 30 radiologists. I had no prior financial b...
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
[Editor's Note: Many high-income professional investors first learned about the Backdoor Roth IRA on this site. One of my most popular posts is the tutorial on the process. In the lengthy comments sec...