Is Vanguard Losing Its Status?
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Discussing the different types of retirement accounts, tax benefits of private real estate funds, what to do with your money in residency, adding small caps to your three-fund portfolio, and lots more!
Is the Stretch IRA really dead? No, it isn't gone -- it's just different. Here's how the New Stretch IRA works and how you can take advantage of it.
Which matters more, lowering your future tax bill or increasing the amount forgiven under PSLF? Running the numbers on Roth vs Traditional so you can decide.
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.
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.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, 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.
You only get so much Roth space in your life so tapping into it to pay off debt is a bad idea. Discussing this and lots more on today's episode.
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.
Today we discuss non-qualified and incentive stock options and how they are taxed. Also talking medical school choice, frontloading a 529, paying a tithe, 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.