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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…
401(k)s, IRAs, 403(b)s, and Other Retirement Account Questions
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination te…
Investing in Short-Term Rentals With an IRA: What You Need to Know
Short-term rentals (STRs) have become an increasingly popular investment strategy, with platforms like Airbnb and VRBO making it easier than ever to …
How to Use Single and Multi-Member LLCs to Invest With an IRA
Real estate investors are always looking for ways to gain more control over their investments, reduce administrative delays, and maximize tax advanta…
5 Investments You Can’t Hold in an IRA
Real estate investors are increasingly looking for ways to grow their portfolios, and self-directed IRAs offer a way to invest in real estate while d…
Roth IRAs, 457(f)s, and Other Retirement Account Questions
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversi…
How to FIRE Faster with a Self-Directed IRA
How can you use your retirement accounts to reach FIRE faster? We’ve talked a lot about the “middle-class trap”—having too much of your net worth tra…
529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here's what you need to know and mistakes to avoid. The post 529 Plan To Rot…
Ask HTM: Sahm Rule Recession Indicator, New App Gives Kids IRAs, & Paying for Big One-Time Expenses…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a ques…
