Blog Feed
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…
What if You Always Maxed Out Your 401k?
What’s the surest way to become a millionaire? I can tell you right now – max out your 401k contribution every year. It will take a while, but I guar…
9 Pieces of Advice for a Retired Doctor
Let's take a look at the case of a 74-year-old retired physician who wants to give money away but is worried about running out of assets. The post 9 …
We Paid Off $500K in Debt: Now We’re on Track to Retire (Early) in Our 50s
Fear that early retirement is out of the question because you have too much debt? It’s not game over. Whether you’re debt-free or still chipping away…
Friday Flight: Debt Defaults, VIP Investments, & Regretful Retirees – Episode 975
Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…
Boldin Review: Is This the Best Retirement Planning Tool?
Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial plan…
You Win or You Die…or You Just Have a Normal Retirement
On perfectionism, theory of mind, and finding a "good enough" path to get through retirement with flexibility.
The Early Retiree’s Guide to Funding Retirement Accounts
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to…
The Financial Order of Operations for FIRE (Step-by-Step Early Retirement Plan)
Most people chasing FIRE (financial independence, retire early) are doing it all out of order, and it’s costing them years of financial freedom. So, …
Meet Extra Guac: A Free Year of ProjectionLab, Lunch Money, Kubera, Mezzi, Carry Solo 401k, Discoun…
Since February 4th, I’ve been thinking about what a “FIRE Bundle” could look like.
Meet Extra Guac: A Free Year of ProjectionLab, Lunch Money, Kubera, Mezzi, Carry Solo 401k, and More
Since February 4th, I’ve been thinking about what a “FIRE Bundle” could look like.