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Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)

Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)

Here's everything you need to know about Mega Backdoor Roth conversions and whether they're the right move for you in the long run. The post Mega Bac…

Roth IRAs and 401(k)s

Roth IRAs and 401(k)s

Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if …

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…

Should I Convert a Traditional IRA to a Roth IRA?

Should I Convert a Traditional IRA to a Roth IRA?

Money expert Clark Howard calls himself “the man from Roth.” He so loves Roth IRAs that it’s a small miracle his dogs are named Kir…


Podcast Feed

How Much Should You Have Saved in Your Roth IRA (BY AGE!)

How Much Should You Have Saved in Your Roth IRA (BY AGE!)

In this episode of the Personal Finance Podcast,  we are going to talk about  how much should you have saved in your Roth IRA by age. How Andrew Can…

Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB1670

Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB16…

It’s Taylor Swift week in the basement, and we’re kicking things off by looking at the business behind the beats. Joe, OG, and the gang pull back the…

WCI #414: Roth IRAs and 401(k)s

WCI #414: Roth IRAs and 401(k)s

Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…

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…


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