Student Loan Management When Both Spouses Work
Student loan management is actually super easy for single docs and married docs with a non-earning spouse. That is not the case when both spouses work.
Student loan management is actually super easy for single docs and married docs with a non-earning spouse. That is not the case when both spouses work.
One benefit of being married is that a non-working spouse can contribute to an IRA using the working spouse's income. Here's what to know.
You won't always know whether you should do a Roth conversion or a contribution. Here are some ways for you to make the right decision.
Answering reader questions about retirement accounts and what to do about the Backdoor Roth IRA. Also, an interview with WCICON22 speaker Dr. Altelisha Taylor.
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.
As we move on with Continuing Financial Education week here at WCI, we review tons of financial books. Also answering readers questions about vetting professionals for lectures and using losses for a side business to help offset taxable income.
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.
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.
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.
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.
You just made partner but your practice decides to sell to private equity. What should you do? Also talking 100% stock portfolios, dividend investing, ABLE Accounts, and lots more.
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.
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.