Inherited IRAs
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
Have you contributed directly to a Roth IRA only to realize your income was too high to be allowed? Fix the problem through the Back Door.
What's the ideal percentage to have in a Roth in retirement? Also talking joint family systems, investing in farmland, annuities, and lots more.
I can't believe there's still a need to defend investing in retirement accounts over taxable. Piling up evidence today to put bad advice to rest.
Tax-deferred retirement accounts are wonderful ways to reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
Today's guest explains how an academic physician can narrow the pay gap by taking advantage of a 403(b), 457, PSLF, FMLA, and more.
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
Should you pull money out of retirement accounts to invest in real estate? Answering this plus reader questions about stable value funds, split-dollar life Insurance, investing cash short term, and lots more.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it gets pretty complicated. Here are the rules.
Discussing the different types of retirement accounts, tax benefits of private real estate funds, what to do with your money in residency, adding small caps to your three-fund portfolio, and lots more!
Is the Stretch IRA really dead? No, it isn't gone -- it's just different. Here's how the New Stretch IRA works and how you can take advantage of it.
Some readers have asked if it is smart to use a 529 for retirement instead of education. Exploring the question today.
Not aware of the 60-day qualified dividend rule? It could cost you in taxes. Efficiently invest in your taxable account to avoid the problem.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.