Inherited IRAs
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, 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.
Discussing what to do when faced with a severe pay cut. Also taking listener questions about mortgage forbearance, real estate investing during COVID, and lots more.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.
We're talking about international monetary gifts today and answering listener questions on captive insurance, asset protection for residents, and lots more.
Understand the unique challenges and opportunities available to the self-employed like QBI, solo 401k, disability, HSAs, mega backdoor Roths, etc.
Discussing how to get out of investment mistakes like expensive mutual funds and individual stocks. Also talking the 199 deduction, contract negotiation, PSLF side fund, and lots more.