Workplace Retirement Accounts
Discussing the intricacies of the Mega Backdoor Roth IRA and dissecting other retirement account questions. Plus, an interview with WCICON23 keynote speaker Christine Benz.
Discussing the intricacies of the Mega Backdoor Roth IRA and dissecting other retirement account questions. Plus, an interview with WCICON23 keynote speaker Christine Benz.
You might endure painful penalties for not filing the correct solo 401(k) form at the right time. But help is out there. How's where to look.
Answering reader questions on a broad range of topics, including whether you should be public about how much money you make, how to move on after you make a financial mistake, and K-1 forms.
Answering reader questions about how to negotiate rent and whether you should create an LLC for real estate investments. Plus, a discussion on determining asset allocation in real estate.
Answering your questions about contributing to a 403(b) vs. a 457(b), Roth conversions, pregnancy and healthcare, and comparing safer investments.
An interview with two physician assistants, where we discuss PA training, how much PAs can make, and if PAs are taking away doctors' jobs.
Answering reader questions about charitable giving and the fees it incurs, asset allocation inside a donor advised fund, and whether captive insurance could be considered tax evasion.
Answering reader questions on all things Roth, including how to use a Backdoor Roth IRA, whether you should do the Mega Backdoor Roth, and why we hate the SIMPLE IRA.
Answering reader questions about finding the right side gigs, managing the student loan freeze, long-term care insurance, and whether organic food is worth the money.
Answering reader questions on using 529s for K-12 education, interest from I Bonds, timing your ETF transactions, and why TIPS aren't doing great.
Answering reader questions about FSAs mixed with HSAs, employee stock, and Rich Dad Poor Dad. Plus, we talk about how we set up our own investment portfolio.
We stuffed our lives into two backpacks and four suitcases to move to Portugal. Here's how it affected our taxes and retirement accounts.
Cash balance plans can be home runs for physicians and other business owners in the right scenario. But be aware of these potential mistakes.
Our first Roth IRA contributions took place in 2004, and we put in the maximum $3,000 apiece. Now, we're over seven figures. Here's how.
For those who are about to retire, amid soaring inflation and a potential bear market, what are the best actions to take right now?