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Converting 401K to Roth 401K

Converting 401K to Roth 401K

On this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K.

Can You Pay for a House With Your Roth IRA?

Can You Pay for a House With Your Roth IRA?

Buying your first home in this current market can be difficult, especially getting that downpayment figured out. Can (and should) you use money from…

Friday Flight - A Prime Pricing Hack, Discount Airlines, & Early Retirement Idiocy #474

Friday Flight - A Prime Pricing Hack, Discount Airlines, & Early Retirement Idiocy #474

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of he…

WCI #249: What To Do With Old Retirement Accounts Q&A

WCI #249: What To Do With Old Retirement Accounts Q&A

In this episode we answer your questions about old retirement accounts. What do you do with those accounts? How do you move an old 401(k) to a differ…

13 COSTLY ROTH IRA Mistakes to AVOID

13 COSTLY ROTH IRA Mistakes to AVOID

93. 13 COSTLY ROTH IRA Mistakes to AVOID Stuff we talk about: Roth Income Limits The Stairway to Wealth 2.0 (The Order You Should Put Your Money …

661 - What To Do If You Contribute Too Much to an HSA, IRA or 401k

661 - What To Do If You Contribute Too Much to an HSA, IRA or 401k

Over-contributing to various tax-advantaged accounts isn’t allowed, but can be easy to do by mistake. Laura reviews the contribution limits for vario…

Will Social Security Be Around When You Retire?

Will Social Security Be Around When You Retire?

We get asked all the time about whether or not to focus on Social Security when you're planning for retirement. Will it be around when you retire, a…

What To Do With a Previous Retirement Plan

What To Do With a Previous Retirement Plan

On this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan.

563: W2 Retired and Traveling the World with Just 15 Units w/Sarah Weaver

563: W2 Retired and Traveling the World with Just 15 Units w/Sarah Weaver

Long-distance investing may sound like an impossible feat to achieve for many investors. What if something goes wrong in the house? What if something…

268: Finance Friday: Why You Should Focus on ‘Hitting Singles’ for Early Retirement

268: Finance Friday: Why You Should Focus on ‘Hitting Singles’ for Early Retirement

Expats and rental portfolios go together like peanut butter and jelly. It’s no surprise that a fair amount of retired globetrotters owe their freedom…

01.20.22   Special Retirement Advice For Women  /  Warning: Banks Pushing Credit Card Offers.

01.20.22 Special Retirement Advice For Women / Warning: Banks Pushing Credit Card Offers.

Clark outlines several factors that lead to one conclusion: Women need to save more of their paycheck for retirement than men. Also, the banks are de…

WCI #246: Early Retirement Now

WCI #246: Early Retirement Now

Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal…

282. She Borrowed From her 401k to Pay for a Mentor w/ Choyo Wilson Daniel

282. She Borrowed From her 401k to Pay for a Mentor w/ Choyo Wilson Daniel

Choyo Wilson Daniel grew up spending recklessly but never getting ahead. When her house ended up in foreclosure, she decided it was time to make a ch…

Find Your Retirement Investing and Living Style

Find Your Retirement Investing and Living Style

What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement invest…

What Should You Do With Your 401(k)?

What Should You Do With Your 401(k)?

If most of your savings are in tax-deferred assets like a 401(k), what should your strategy be? We'll walk you through that question and more in toda…

Retiring With $1,000,000 By Age (Is $1M Enough?)

Retiring With $1,000,000 By Age (Is $1M Enough?)

We often hear how $1,000,000 isn't enough to retire on anymore. For some people, that might be true - $1 million might not be enough! In this episode…

WCI #245: The Backdoor Roth Lives On

WCI #245: The Backdoor Roth Lives On

Today we discuss what happened in Congress and how, for now at least, the backdoor Roth lives on. You can proceed with your contributions as planned.…

01.12.22  New Advice About 401(k)s  /  YOUR SAFETY: Criminal Tracking of People & Cars.

01.12.22 New Advice About 401(k)s / YOUR SAFETY: Criminal Tracking of People & Cars.

More companies are offering the Roth 401(k). What you need to know about this retirement savings option. // Crooks are using Apple AirTags to track p…

264: Finance Friday: Passive Income, Syndications, Real Estate, and Retirement

264: Finance Friday: Passive Income, Syndications, Real Estate, and Retirement

“Can I retire yet?” If you’re today’s guest Jenn, then the short answer is a resounding “yes”. And if you aren’t Jenn, you’ll probably want to be in …

"I'm Retiring Before My Spouse - What Should We Do?"

"I'm Retiring Before My Spouse - What Should We Do?"

Maybe you and your spouse are planning on retiring several years apart. So how do you plan for retirement in that scenario? We'll walk you through th…