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.
There are dozens, if not more, ways to save for retirement. It ranges from employer-assisted accounts like 401(k)s and 403(b)s to self-funded vehicles like IRAs and HSAs. Learning about retirement accounts is paramount to good financial literacy.
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.
Answering even more reader questions about Roth accounts, including queries about SEP-IRA conversions, Roth IRA contributions, how taxes affect Roth conversions, and more.
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.
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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.
If you have an account with Schwab and you want to begin doing Backdoor Roth IRA contributions, here's exactly how to get started.
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.
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 your questions about contributing to a 403(b) vs. a 457(b), Roth conversions, pregnancy and healthcare, and comparing safer investments.
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.
Medical school may not have taught you about money, but we will.
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