Interview with retirement plan distribution expert, James Lange. Discussing Roth conversions, choosing which accounts to spend first in retirement, annuities, the new stretch IRA, charitable remainder trusts, and lots more.
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.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.
Discussing my philosophy for financial success. Also talking emerging markets, HSAs, tax audits, index funds in a taxable account, and lots 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!
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.
There are a few important financial chores every busy resident would be foolish to ignore. Get these 6 things done and checked off on your "to-do" list.
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!
What's the ideal percentage to have in a Roth in retirement? Also talking joint family systems, investing in farmland, annuities, and lots more.
I can't believe there's still a need to defend investing in retirement accounts over taxable. Piling up evidence today to put bad advice to rest.
How do presidential elections affect the stock market? Looking at election season market trends and what it means for your investing plan.
Discussing the financial aspects of becoming a partner: K-1s, quarterly tax payments, writing off expenses, benefits, retirement accounts, and lots more!
Today's guests received PSLF forgiveness! They share a wealth of tips for those following in their footsteps. Also talking preferred stocks & Roth vs Traditional 401ks.