Can I Send Money to India?
We're talking about international monetary gifts today and answering listener questions on captive insurance, asset protection for residents, 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.
Interviewing a resident today talking cashflow/budgeting, W-4s, retirement accounts when going for PSLF, student loan management, dual income DI, and more.
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Financial advice for residents and medical students about student loans, PSLF, Roth Accounts, choosing a residency program, getting an MPH or MBA, and lots more.
Don't make the classic mistake and assume you know which way bonds are going. Instead, listen to my recommendations about implementing a fixed asset allocation strategy for bonds.
Four questions from an old friend about IRA's, S Corp salaries, employing your spouse, and opening a SEP IRA or Solo 401(k) with Vanguard.
Overcontributing to a Backdoor Roth IRA is just one of many common mistakes I see. Advisors and accountants can miss these details so you'll need to understand them. Learn how to identify the problem and how to fix it.
Who wouldn't love a larger Roth IRA, especially when the alternative is investing in a taxable account? Chad Chubb explains the Mega Backdoor Roth IRA.
This doctor wanted a Roth 401(k) option to save for retirement. His partners resisted...for no good reason at all. Here's why it makes sense for many.
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.