Investment Accounts
Answering reader questions about the tax implications of UTMA accounts, whether one doc should buy a pension or contribute to a 401(a), and whether you can put lawsuit winnings into a SEP-IRA.
Answering reader questions about the tax implications of UTMA accounts, whether one doc should buy a pension or contribute to a 401(a), and whether you can put lawsuit winnings into a SEP-IRA.
Are you interested in starting a solo 401(k)? Here are all the details you need to know about these retirement accounts for individuals.
Aiming for FIRE? Max out your retirement accounts before investing in taxable. Why? It's all about the math.
If you retired between 2020-22, the sequence of returns risk is a real danger to you. But what if you're ready to retire now in 2023?
Answering retirement account questions, including whether diversification is more important than fees, how the Secure Act 2.0 affects you, and whether you should roll multiple accounts into one.
Answering reader questions about deducting your home office, improving your high-fee 401(k) plan, and funding your Backdoor Roth IRA through a taxable brokerage account.
Some people are stuck with a lousy 401(k). Here is how to minimize the effects of that bad 401(k) on your wealth accumulation.
Your retirement plan may have excessive fees, and whoever administers that plan may have even been sued for it—and you may not even be aware.
Thanks to the Secure Act 2.0, there are now even more ways to use Roth accounts for your retirement. Here's what you need to know.
We take a deep dive into how the Secure Act 2.0 will affect you. Plus, we answer reader questions about the Backdoor Roth, tax-loss harvesting, and how to approach long-term care insurance.
If you have an account with Schwab and you want to begin doing Backdoor Roth IRA contributions, here's exactly how to get started.
Roth conversions are a great way to limit how much you or your heirs have to pay in future taxes. But they're not always the right move.
Becoming wealthy isn't rocket science, but here are a few "rules" you may not have thought of that helped us to become wealthy.
Now that the Secure 2.0 Act has been signed into law, here's everything you need to know about the changes for high-income earners.
It's easy to make a mistake on your Roth IRA contributions in the year you start earning a big salary. Here's how to avoid this miscue.