Spousal IRA — What You Need to Know
There is plenty of confusion about spousal IRAs and how to use them. Let's go through them step by step and see if they make sense for you.
There is plenty of confusion about spousal IRAs and how to use them. Let's go through them step by step and see if they make sense for you.
An explainer on the best way to reduce taxes on your investments. Also, answering listener questions about what to do with a massive inheritance and about tax-gain harvesting.
Answering listener questions about retirement, with topics surrounding Roth IRAs, risky bond options, and what to do about high inflation.
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.
Paying attention to your taxes now AND your taxes later will give you the tax diversification and freedom you’ll want during retirement.
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.