The Backdoor Roth Lives On
Answering reader questions on the Backdoor Roth IRA, refinancing student loans if not going for PSLF, and employee-sponsored 401(k) plans.
Answering reader questions on the Backdoor Roth IRA, refinancing student loans if not going for PSLF, and employee-sponsored 401(k) plans.
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.
Discussing all kinds of retirement accounts and what the maximum contributions for those are. Also answering listener questions about solo 401(k)s and active bond funds vs. index funds.
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.
The self-employed have plenty of options for retirement savings: an i401(k), SEP IRA, HSA, Defined Benefit/Cash Balance plans, etc. Which is best for you?
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 and 457 plans, DINKS and lots more.
Discussing my philosophy for financial success. Also talking emerging markets, HSAs, tax audits, index funds in a taxable account, and lots more.
Paying attention to your taxes now AND your taxes later will give you the tax diversification and freedom you’ll want during retirement.
In this episode, we dive into everything to know about RMDs: how they are calculated, minimums, tax implications, tax mitigation strategies, and 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!