Roth vs Traditional When Going for PSLF
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.
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.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
Nearly every educated financial advisor agrees that tax diversification is a great idea when planning for your distributions in retirement. Tax diversification means having some of your assets in tax...
One of my advertisers, insurance agent and CFP Michael Relvas, suggested I do a series aimed at high-earning physicians. He agreed to do a bit on disability insurance for these folks, while the other...