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…
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…
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…
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…
Quint and Allie talk about the best type of retirement plan to utilize.
Allie and Quint break down married filing separately on your taxes and when it can be a good idea.
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…
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…
White Coat Investor
02/27/2025
#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…
Afford Anything
02/18/2025
Daniel and Allie talk about having real estate in an IRA.
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…
White Coat Investor
12/12/2024
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Open a Bond Account on Public…
Rich Habits
12/05/2024
Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …
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 …
Rich Habits
11/14/2024