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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…

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…

529 Plan To Roth IRA Rollover Rules: What To Know

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…

Mega Backdoor Roth IRAs & 401k True Ups

Mega Backdoor Roth IRAs & 401k True Ups

You have heard your colleagues talk about this “Mega Back Door Roth” thing? Or perhaps you read about it here on FAANG FIRE and thought i…


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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.

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…

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are…

Real Estate in a Roth IRA

Real Estate in a Roth IRA

Daniel and Allie talk about having real estate in an IRA.

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Open a Bond Account on⁠ ⁠⁠⁠⁠Public…

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! --- ⭐️ Open a Bond Account on ⁠⁠Public⁠⁠ to lock in your …


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