Celebrating Ten Years With The Backdoor Roth IRA
Funding a Roth IRA indirectly has helped high-income investors meet their financial goals and achieve tax diversification for a decade. Here are the lessons learned.
Funding a Roth IRA indirectly has helped high-income investors meet their financial goals and achieve tax diversification for a decade. Here are the lessons learned.
What is different in your investing life as you approach retirement? Not much. You don't need to be doing something dramatically different than a 25-year-old. The mix may be different but the investments will be the same.
Today's podcast discusses cash balance plans, getting better returns with a 529, staying in a bad job for PSLF, and lots more.
This is the most common dilemma faced by WCI readers. There are some clear answers, but even when the answers aren't clear, these important factors will help you to arrive at the right decision for you.
If you have a lousy 401(k) or 403(b) plan you don't need to be stuck with high, hidden fees and poor investment choices. Here are 6 things you can do to get a better employer retirement plan put in place.
Don't make the mistake of putting all your resources toward college savings at the expense of retirement savings. It'll likely come back to bite you.
Four questions from an old friend about IRA's, S Corp salaries, employing your spouse, and opening a SEP IRA or Solo 401k with Vanguard.
Overcontributing to a Roth IRA is just one of many common mistakes I see. Advisors and accountants can miss these details so you'll need to understand them. Learn how to identify the problem and how to fix it.
Lots to discuss today about 401(k) loans, solo 401(k)s, convincing an employer to switch out of a crummy 401(k), and still answering questions about the backdoor Roth IRA.
Aiming for FIRE? Max out your retirement accounts before investing in taxable. Why? Math.
Physician on Fire has paid a lot of money in taxes for his Roth conversions in past years. But, was it the right move in the long run?
Here's an update on how PoF is making early retirement possible. Our conversation includes managing part-time work, safe withdrawal rates, being debt free and listener questions.
Joel Schofer, MD, MBA explains everything you need to know about the military's new Blended Retirement System.
Lots of docs are severely limited in their retirement account availability. That's okay. You can always invest more in taxable.
There are many pitfalls when setting up a retirement plan for a small practice, but you can minimize them by using independent TPAs, recordkeepers, and advisors and by avoiding asset-based fees.