Blog Feed

Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)

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

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

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

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

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

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

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

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

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 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…


Podcast Feed

How Much Should You Have Saved in Your Roth IRA (BY AGE!)

How Much Should You Have Saved in Your Roth IRA (BY AGE!)

In this episode of the Personal Finance Podcast,  we are going to talk about  how much should you have saved in your Roth IRA by age. How Andrew Can…

Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB1670

Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB16…

It’s Taylor Swift week in the basement, and we’re kicking things off by looking at the business behind the beats. Joe, OG, and the gang pull back the…

WCI #414: Roth IRAs and 401(k)s

WCI #414: Roth IRAs and 401(k)s

Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…

Solo 401(k) or SEP-IRA–Which is Right for You?

Solo 401(k) or SEP-IRA–Which is Right for You?

Laura reviews the differences between two popular retirement accounts for business owners, a solo 401(k) and SEP-IRA.

Simple IRA v. Roth IRA v. 403(b)

Simple IRA v. Roth IRA v. 403(b)

Quint and Allie talk about the best type of retirement plan to utilize.

Married Filing Separately and Roth IRAs

Married Filing Separately and Roth IRAs

Allie and Quint break down married filing separately on your taxes and when it can be a good idea.

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…

Don't Make THIS Common Roth IRA Mistake

Don't Make THIS Common Roth IRA Mistake

Josh made a mistake. Knowing his impending sticky situation, he wrote us: "I over contributed to my Roth IRA this previous year (2024) due to making…

18 IRA Mistakes That Could Cost You Thousands! (Avoid These at All Costs!)

18 IRA Mistakes That Could Cost You Thousands! (Avoid These at All Costs!)

In this episode of the Personal Finance Podcast, we're going to talk about the common IRA mistakes that can cost you in retirement. From waiting too …

5 Investments You Can't Hold in an IRA

5 Investments You Can't Hold in an IRA

Keep reading the article here: link Subscribe to the BiggerPockets Channel for …


Video Feed