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.
Answering questions about tax-loss harvesting, how to determine which funds you can swap, some complications of the wash sale rule, and whether adding complexity to your portfolio is a good thing.
We're giving thanks on this Thanksgiving day, and listeners call in to tell us what makes them grateful. Also, interviews with Andrew Paulson and WCICON speaker Dr. Stacy Taniguchi.
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.
An interview with an ER doc entrepreneur, as he walks us through how to scale, the mistakes he's made over the years, how to raise money, how to sell your business, and so much more.
Answering reader questions on asset allocation if you're financially independent, whether it's time to get more international stock exposure, and about investing in bonds in a bear market.
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 on how to know when you're in a recession, about your risk tolerance, buying I bonds, and whether captive insurance is a good idea.
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 avoiding capital gains taxes, disability insurance policies for mental health, and enhanced cash management portfolios.
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.