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.
Answering listener questions today including above policy judgments, starting a side gig, investing vs paying off debt during this bear market, and lots more.
Discussing the nitty-gritty details of tax-loss harvesting in your taxable account. Also talking asset allocation in a bear market, glide paths, bond tents and lots more.
Discussing charitable giving, disability and life insurance outside the US, balancing Roth conversions against ACA subsidies, PLLCs vs LLCs and more.
Market corrections should be expected and aren't unusual. So, should you try to time the market? No! Also talking bond tents, mega backdoor Roths, 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.
Are you enough of a super saver that you should be making Roth contributions and conversions in your peak earning years? Today we tackle the question.
Do you know what deductions are available to high-income professionals using the business vehicle tax deduction? Digging into this question plus lots more on today's episode.
Find out if you can take advantage of contributing after-tax dollars in your 401k via the mega backdoor Roth IRA. Also talking using margin in a portfolio, the index fund "bubble" and more.
Today we talk about the best way to rebalance a portfolio, buying a home while still having student loans, deducting travel expenses, negotiating an employment contract, and lots more.
There are 6 easy steps to successfully contributing to the backdoor Roth IRA but lots of mistakes are still made in the process. Here's how to fix them.