5 Little-Known Uses of Roth Contributions and Conversions
Contributing to a Roth IRA is one of the smartest ways to get ahead in investing. Here are five extra reasons why.
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.
Contributing to a Roth IRA is one of the smartest ways to get ahead in investing. Here are five extra reasons why.
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice t...
What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much.
Roth conversions aren't complicated. The decision about whether to do one and how much to convert absolutely can be. Here is a guide to help.
Answering reader questions about 401(ks) and if you should have more than one, what to do with a crummy retirement account, and if you should be worried that your 403(b) is referred to as an annuity.
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While 403(b)s and 401(k)s have similar attributes, there are some subtle differences between the retirement accounts. Let's explore them.
Unlike most private employers these days, Kaiser offers a pension. We are occasionally asked if the pension is worth it? Here's our answer.
An interview with Marita McCahill who shares her expertise around the importance of learning how to market yourself online as a doc and how to market your practice. Also answering reader questions, including one about rolling a 403(b) into a Roth IRA.
An interview with personal finance guru Mike Piper where we discuss the mistakes and misconceptions with Social Security; what you should do after you have accumulated more money than you need; and how, when, and why to talk to your children about inheritance.
Answering reader questions about retirement accounts, including what to do with an inherited IRA, 401(k) employer matching, and the recent change with Vanguard getting out of the solo 401(k) game.
Answering reader questions about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life, Roth IRAs, and the Mega Backdoor Roth.
I recently had a podcast question from a doctor who has four separate 403(b)s with a match. Here's how he can maximize his retirement savings.
Now that Ascensus is buying the Vanguard Small Business Division and taking over its solo 401(k) accounts, what do you need to do?
Maybe you've heard of the 5-Year Rule when discussing personal finance. But did you know there are actually four rules? Here's what they are.
Discussing all things Roth, including conversations about Roth IRAs, the Backdoor Roth, the Mega Backdoor Roth, Roth conversions, and what all of that means. We start with a 101-level discussion before moving to a 201-level discussion and then diving into graduate-level tips and tricks.
Medical school may not have taught you about money, but we will.
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