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Too Much in 401(k) and Tax-Deferred Accounts?
401(k) accounts are ubiquitous. It's common to see large 401k balances. But is there such a thing as "too big" a pre-tax bucket?
New Executive Order Will Allow Real Estate to Be Bracketed Into 401(k)s, Marking a Potential Invest…
Landlords could soon be able to include their property assets in their 401(k) retirement plans. The White House has confirmed that President Donald T…
4 Easy Retirement Withdrawal Plans
There is a perception that the decumulation years are dramatically more complicated than the accumulation years. That doesn't have to be true. The po…
Wife vs. Husband: A Retirement Account Showdown
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio. The post Wife vs.…
Optimizing Charitable Giving for Maximum Tax Savings: Why a Taxable Account Can Beat a Roth
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post O…
8 Retirement Catch-Up Secrets for Savers 55+
I’ve met countless people over the years, and while it’s somewhat rare, I’ve seen individuals go from having virtually no retiremen…
Backdoor Roth: Standard and Mega
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and…
Retiring 15 Years Early by Buying Rentals on Repeat (HELOCs!)
What if you could shave 15 years off your working career? Whether you love your job or hate it, having the option to retire early on a schedule you c…
Is Early Retirement A Smart Goal? – Episode 1,015 (Bestie)
Cinderella is such an absurd story! Seriously, when you stop and think- it’s pretty messed up: a prince dances with a girl he’s never met before for …
Try a Mini-Retirement
Since we planned to retire soon, we decided to do a practice week to make sure we're prepared mentally for such a big change in our lives. The post T…
