The 529 to Roth IRA Rollover (Including for Yourself)
For months, people have been talking about the new option of rolling over an overfunded 529 into a Roth IRA. But is it worth doing?
Beginning your financial journey and learning about personal finance can seem awfully overwhelming. But instead of trying to solve the entire puzzle at once, it’ll be easier (for your mind and for your psyche) to break it down into sections that are more easily digestible.
For months, people have been talking about the new option of rolling over an overfunded 529 into a Roth IRA. But is it worth doing?
My family changed just about everything in 2023, and it was a year of incredible growth. Here’s where I stand with my New Year's resolutions.
How should you approach home buying in 2024, especially when mortgage rates and housing prices are high? Here's what you need to know.
Getting rich is one subject matter that could be discussed all day. But you also have to really focus on how to be rich once you get there.
Answering reader questions about how to choose where to go for residency, saving for intermediate-term goals, institutional malpractice policies, and how to safely invest in real estate.
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Location independence isn't talked about much among doctors and other high-income professionals. But its principles can still be applied.
Interest rates are much higher now than they were a few short years ago. As the rate environment changes, I fear investors won't adjust.
An interview with blogger and podcaster Dr. Jordan Grumet, where we talk about how to live a life without regret, the idea of financial independence, and what true wealth looks like.
Here's everything you need to know about giving to charity, why you should do so, and the tax benefits available to those who give.
There are five money activities to master during your life, and sometimes, the hardest one is actually spending the money you've earned.
An interview with Adam Nash, founder and CEO of Daffy, where we talk all about charitable giving, the most effective ways to give, and how DAFs can benefit you and the charities you want to support.
Real wealth isn't only about the money you have in your bank account. It's also about the flexibility of your time and your relationships.
People keep saying that doctors are overpaid and it's why the healthcare system is so expensive. But here's why those arguments are baloney.
Here’s a closer look at the implications of donating cryptocurrency and if it makes sense for you and your chosen charity.
Spending intentionally (and sometimes being frugal) is how to live life now while making sure you'll have plenty left over for the future.
Medical school may not have taught you about money, but we will.
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