Are We Over-Investing in 401(k)s?
Some people misunderstand the tax implications of a 401(k) and believe maxing them out will cost them money. Here's why that's bunk.
Some people misunderstand the tax implications of a 401(k) and believe maxing them out will cost them money. Here's why that's bunk.
Answering reader questions about the penalties of over-funding a Roth IRA and if they're worth it to pay for better growth, if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early, and how much asset protection you get in a solo 401(k).
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.
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.
One day, you might find yourself in a place where your emergency fund isn't enough to cover your needs. Here are some options for what to do.
Answering reader questions about retirement accounts and what to do about the Backdoor Roth IRA. Also, an interview with WCICON22 speaker Dr. Altelisha Taylor.
Answering listener questions about retirement, with topics surrounding Roth IRAs, risky bond options, and what to do about high inflation.
Today we discuss financial priorities for residents. Also answering questions on the mega backdoor Roth IRA, DFA ETFs vs. Vanguard ETFs, getting rid of your whole life insurance policy, Form 8606, and cash balance plans.
Should you buy gold bullion? What about funding your retirement by selling franchises you own? These and lots more questions on today's episode.
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
If you're behind on retirement savings use these strategies to quickly get caught up. Also talking about creating your own index fund, pro-rata rule & 457 plans, DINKS & lots more.
Discussing my philosophy for financial success. Also talking emerging markets, HSAs, tax audits, index funds in a taxable account, and lots more.
In this episode, we dive into everything to know about RMDs: how they are calculated, minimums, tax implications, tax mitigation strategies & lots more.
Six months ago we began the process of creating the World's Best 401(k) Plan. See my wish list of features, compromises, and final result!
We're talking financial mistakes to avoid, investing rental property income, international real estate, retirement withdrawal strategies, and more!