We Need to Defend Retirement Accounts?
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.
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.
What you put in a Roth IRA will have a real impact on wealth accumulation. Stocks in a Roth will give higher expected returns, but there's no free lunch.
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
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 discussing 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.