Why Healthcare 403(b) and 401(k)s Are Being Sued for Excessive Fees
Your retirement plan may have excessive fees, and whoever administers that plan may have even been sued for it—and you may not even be aware.
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.
Your retirement plan may have excessive fees, and whoever administers that plan may have even been sued for it—and you may not even be aware.
Thanks to the Secure Act 2.0, there are now even more ways to use Roth accounts for your retirement. Here's what you need to know.
We take a deep dive into how the Secure Act 2.0 will affect you. Plus, we answer reader questions about the Backdoor Roth, tax-loss harvesting, and how to approach long-term care insurance.
If you have an account with Schwab and you want to begin doing Backdoor Roth IRA contributions, here's exactly how to get started.
Roth conversions are a great way to limit how much you or your heirs have to pay in future taxes. But they're not always the right move.
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Becoming wealthy isn't rocket science, but here are a few "rules" you may not have thought of that helped us to become wealthy.
Now that the Secure 2.0 Act has been signed into law, here's everything you need to know about the changes for high-income earners.
It's easy to make a mistake on your Roth IRA contributions in the year you start earning a big salary. Here's how to avoid this miscue.
Discussing the intricacies of the Mega Backdoor Roth IRA and dissecting other retirement account questions. Plus, an interview with WCICON23 keynote speaker Christine Benz.
You might endure painful penalties for not filing the correct solo 401(k) form at the right time. But help is out there. How's where to look.
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.
Medical school may not have taught you about money, but we will.
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