Investment Accounts
Answering reader questions about the tax implications of UTMA accounts, whether one doc should buy a pension or contribute to a 401(a), and whether you can put lawsuit winnings into a SEP-IRA.
Answering reader questions about the tax implications of UTMA accounts, whether one doc should buy a pension or contribute to a 401(a), and whether you can put lawsuit winnings into a SEP-IRA.
Answering reader questions about 1099 income, solo 401(k)s vs. SEP-IRAs, and a variety of queries about locums. Also, we discuss whether I Bonds are still a good plan in 2023.
Answering even more reader questions about Roth accounts, including queries about SEP-IRA conversions, Roth IRA contributions, how taxes affect Roth conversions, and more.
Answering retirement account questions, including whether diversification is more important than fees, how the Secure Act 2.0 affects you, and whether you should roll multiple accounts into one.
Answering reader questions about deducting your home office, improving your high-fee 401(k) plan, and funding your Backdoor Roth IRA through a taxable brokerage account.
Some people are stuck with a lousy 401(k). Here is how to minimize the effects of that bad 401(k) on your wealth accumulation.
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.
Answering reader questions on a broad range of topics, including whether you should be public about how much money you make, how to move on after you make a financial mistake, and K-1 forms.
Answering reader questions about finding the right side gigs, managing the student loan freeze, long-term care insurance, and whether organic food is worth the money.
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 the Backdoor Roth IRA, if you can remain a 1099 contractor instead of a W-2 employee, and variable rates on student loans.
Answering reader questions about 401(k)s, including what to do if you overcontribute and if you can put side hustle money into them. Also, an interview with Peak Housing's Joe Ollis.
You won't always know whether you should do a Roth conversion or a contribution. Here are some ways for you to make the right decision.
Answering reader questions about how to change the retirement account system and 401(k) limits. Also, an interview with Dr. Dike Drummond of Burnout Proof MD.