Roth Conversions
Roth conversions aren't complicated. The decision about whether to do one and how much to convert absolutely can be. Here is a guide to help.
Roth conversions aren't complicated. The decision about whether to do one and how much to convert absolutely can be. Here is a guide to help.
An interview with Marita McCahill who shares her expertise around the importance of learning how to market yourself online as a doc and how to market your practice. Also answering reader questions, including one about rolling a 403(b) into a Roth IRA.
Student loans can become sources of controversy. Today, let's talk about the legality and ethics of various student loan strategies.
Answering reader questions about retirement accounts, including what to do with an inherited IRA, 401(k) employer matching, and the recent change with Vanguard getting out of the solo 401(k) game.
Financing medical education has gone through a big change. Let's compare three potential student loan paths and figure out the best solution.
We're going back to my email inbox for a discussion of a potpourri of financial topics. I'll answer questions as I do my shoulder workout.
Answering reader questions about rolling over an HSA, whether a UTMA or custodial Roth IRA is better for your kids, and if it is a good idea to open a solo 401(k) for your kids.
Answering reader questions about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life, Roth IRAs, and the Mega Backdoor Roth.
Maybe you've heard of the 5-Year Rule when discussing personal finance. But did you know there are actually four rules? Here's what they are.
Discussing all things Roth, including conversations about Roth IRAs, the Backdoor Roth, the Mega Backdoor Roth, Roth conversions, and what all of that means. We start with a 101-level discussion before moving to a 201-level discussion and then diving into graduate-level tips and tricks.
Along with Friend of WCI Chad Chubb, we answer reader questions about when an IRA is too big to convert to a Roth, how long you can wait to do the conversion in a Backdoor Roth, and the difference between wants and needs.
A taxable account can be more of a not-so-taxable account. In fact, with the right conditions, it can be almost as good and possibly better than a Roth IRA.
This Backdoor Roth IRA tutorial takes you step-by-step through the contribution process including Form 8606, tax implications, common mistakes, and lots more.
Answering reader questions about paying taxes on your rollover IRA contributions to a Roth, Mega Backdoor Roths, 529s, and the advantages and disadvantages of saving for your kids with a UTMA or parental brokerage account.
For months, people have been talking about the new option of rolling over an overfunded 529 into a Roth IRA. But is it worth doing?