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How To Fill Out Form 5500-EZ For Your Solo 401k
The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. Here's how to fill it out. The post H…
Health Issues Or A Disability May Force You To Retire Early: Prepare Accordingly
Before I retired from finance in 2012, I struggled with chronic back pain, sciatica, and TMJ. The stress was so overwhelming, I even paid a dentist $…
Why I Still Don’t Love 529s (even with 529-to-Roth rollover)
From the inbox: Jeremy, I remember that you aren’t a big fan of 529s. But now that you can move excess 529 funds into a Roth IRA (thanks to Sec…
I Retired Early in My 40s WITHOUT Withdrawing from My Portfolio! | Life After FIRE
You CAN retire early in just ten years IF you save and invest enough. Fortunately, your retirement expenses may be less than you think. Chris Luger, …
Warren Buffett To Retire As Berkshire CEO By Year-End
Warren Buffett plans to retire as Berkshire Hathaway CEO by the end of 2025. Greg Abel will succeed him, pending board approval. The post Warren Buff…
What A Recession Is Like For Early Retirees: The Good And Bad
If we're not already in a recession, we may soon enter one due to aggressive trade policies that are fueling tremendous uncertainty. As companies and…
How to Build (and Enjoy) Your “Dream” Life in Early Retirement | Life After FIRE
What if you reached financial independence…before knowing what it was? That’s what happened to Chris Rusin. After discovering the FIRE movement and s…
Get Rich Fast as a Millionaire with Roth Conversions
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning c…
16 Best Side Hustles for Retirees
Wondering what is the best side hustle for retirees? Retirement is a time to relax, yes, but that doesn’t mean you have to stop earning money. …
The Single Biggest Risk That Could Stop Your Early Retirement (& How to Dodge It)
You’re part of the FIRE movement (financial independence, retire early) so you can quit your job, have complete time freedom, and truly enjoy your li…
