Is the Backdoor Roth IRA in Danger of Being Wiped Out?
Congress is proposing tax changes that could affect the Roth IRAs and tax brackets of high earners. Here's what you should be thinking about.
Congress is proposing tax changes that could affect the Roth IRAs and tax brackets of high earners. Here's what you should be thinking about.
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.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong. Here's how to get it right and make contributions a simple task.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.
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 a few of the risky things people are doing to chase higher yields. Also talking about choosing between mega backdoor Roths and 457Bs, duration risk with TIPS, 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.
If you haven't yet contributed to your backdoor Roth IRA, here's the help you need to get it done today. Also discussing adding asset classes to your investment plan, inherited money, and lots more.
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
Have you contributed directly to a Roth IRA only to realize your income was too high to be allowed? Fix the problem through the Back Door.
You just made partner but your practice decides to sell to private equity. What should you do? Also talking 100% stock portfolios, dividend investing, ABLE Accounts, and lots more.
Discussing the financial aspects of becoming a partner: K-1s, quarterly tax payments, writing off expenses, benefits, retirement accounts, and lots more!