Roth IRAs, 457(f)s, and Other Retirement Account Questions
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions.
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions.
The Roth or traditional 401(k) decision can be complicated for high-income professionals. Consider these factors to best protect your income.
You shouldn't chase performance when you're investing. Here are options that will help you avoid a potentially costly mistake.
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...
Answering reader questions about the Mega Backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs, and what to do with an inherited IRA. We also talk about whether the Robinhood 3% match is worth the switch.
Follow these steps to make it easy to design, implement, and maintain a portfolio across your various investing accounts.
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.
While 403(b)s and 401(k)s have similar attributes, there are some subtle differences between the retirement accounts. Let's explore them.
Answering listener questions about quarterly estimated payments and the safe harbor rule, tax-loss harvesting and not letting the tax tail wag the investment dog, and what to do when you do not couples match into residency.
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.
We're going back to my email inbox for a discussion of a potpourri of financial topics. I'll answer questions as I do my shoulder workout.
Answering reader questions about rolling over an HSA, whether a UTMA or custodial Roth IRA is better for your kids, and if it is a good idea to open a solo 401(k) for your kids.
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.
Now that Ascensus is buying the Vanguard Small Business Division and taking over its solo 401(k) accounts, what do you need to do?