Rules and Options for Managing Inherited Retirement Accounts
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.
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!
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
What's the ideal percentage to have in a Roth in retirement? Also talking joint family systems, investing in farmland, annuities, and lots more.
I can't believe there's still a need to defend investing in retirement accounts over taxable. Piling up evidence today to put bad advice to rest.
How do presidential elections affect the stock market? Looking at election season market trends and what it means for your investing plan.
In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.
Today's guests received PSLF forgiveness! They share a wealth of tips for those following in their footsteps. Also talking preferred stocks & Roth vs Traditional 401ks.
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Discussing the different types of retirement accounts, tax benefits of private real estate funds, what to do with your money in residency, adding small caps to your three-fund portfolio, and lots more!
What questions should you ask to determine the best state to invest in real estate? Also talking mortgage forbearance, multiple 401(k) rules, PAYE vs REPAYE, mega backdoor Roth contributions, and lots more.