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Pro-Rata Rule & Backdoor Roth IRAs Simplified
Exploring the Backdoor Roth IRA? Don’t get burned by the Pro-Rata Rule. Here’s how it works and what to do if you have a Rollover IRA.
Rule 72(t): Secret Rule To Access Your IRA Early
As someone dedicated to helping people achieve their retirement dreams, I often tell folks, “You can retire sooner than you think.” And t…
If Iran Conflict Continues, Dangerous Economic Side Effects Could Follow
What impact do military conflicts have on the US economy and housing market? Join Dave Meyer on today’s episode of On the Market as he delves i…
The Worrying Economic Fallout of the Iran Conflict
Whenever war breaks out, the most important consideration by far should always be for the people who are killed or wounded in the conflict. Economic …
How To Withdraw Money Out Of A 401k Or IRA Early
Are you wanting to withdraw money out of a 401k or IRA early (and hopefully penalty-free)? Here's what to know! The post How To Withdraw Money Out Of…
Do You Report A 401k Or IRA On The FAFSA?
You do not have to report a 401k or IRA on the FAFSA, but income from these accounts can impact your financial aid. The post Do You Report A 401k Or …
Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)
Here's everything you need to know about Mega Backdoor Roth conversions and whether they're the right move for you in the long run. The post Mega Bac…
Roth IRAs and 401(k)s
Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if …
8 Clever Tax Strategies to Get the Most of Your IRA
Despite their limitations, individual retirement accounts (IRAs) are incredibly powerful. And you can do all kinds of creative tricks with them to bu…
How To Use A Roth IRA To Save For College
Did you know that you can use a Roth IRA to save for college, but there are pros and cons that you need to be aware of. The post How To Use A Roth IR…
