The Mega Backdoor Roth IRA
Profit-Sharing Plan too expensive? Try the Mega Backdoor Roth IRA as a small business retirement plan.
Profit-Sharing Plan too expensive? Try the Mega Backdoor Roth IRA as a small business retirement plan.
Q. How can I tell if it will be beneficial to start a 401K/Profit-Sharing Plan for my solo practice? I have several employees. At what point am I better off investing in a taxable account instead of...
[Update: November 2015- Congress made changes in SS law that basically eliminates the File and Suspend and Restricted Application strategies for anyone now under 62. More details can be found here.] "...
From time to time the big mutual fund/brokerage houses come out with a study using the data they obtain from their 401(k), IRA, and/or brokerage data. The conclusion of the study, unsurprisingly, is u...
Your retirement date is critical to ensuring a comfortable retirement. Consider these factors and choose your date wisely if it's under your control.
An individual retirement ANNUITY is the ideal way to hold a SPIA purchased with tax-deferred money. You avoid a big tax bill and complex calculations.
There are nearly 20 companies offering individual or Solo 401(k)s. There are great options at Vanguard, Fidelity, Schwab, and TD Ameritrade. Find out which Solo 401(k) provider is best for you.
The goal of investing isn't to beat your neighbor or the S&P 500. It's to reach your goals. You'll need to defeat inflation, taxes, and expenses to do so.
Larry Swedroe says 3% is the new 4% (safe withdrawal rate). Here are 6 reasons I don't care.
What do you need to know when implementing or changing a small business retirement plan? Konstantin Litovsky discusses it here.
The United States' 401K-based retirement system sucks. Implementing these 10 reforms would give an economic boost to the entire country.
Q. Would you consider a follow up to the outstanding post you wrote about separating from the military, but focusing on separating after hitting 20 years? I'm an emergency physician (Navy) with 1 mor...
Tax-exempt retirement money is great, but Roth IRA money is better. Here's how to turn the first into the second.
No reason to only save $17.5K toward retirement just because that's the limit on your 401(k). Try these other options.
I was reading about a survey by the Physicians Foundation recently which had some rather sobering findings. They sent out these 48 question surveys to 630,000 doctors and only heard back from 13,575,...