An interview with FPL's Amanda Harrell, where we talk through how to handle a 401(k) rollover without blowing up your Backdoor Roth IRA, whether direct indexing is really worth it, and what to think about when setting up a 401(k) as a practice owner.
Answering listener questions about how they can make smarter use of Roth accounts and tax-efficient retirement strategies and how they can think about reducing future RMDs.
I get all kinds of questions coming from internet forums and my email inbox that are relevant to the WCI community. Let's answer some.
Ready to complete your Backdoor Roth IRA with Fidelity? Check out this tutorial which will walk you through it step by step.
Ready to complete your Backdoor Roth IRA with Vanguard? Check out this tutorial which will walk you through it step by step.
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it.
Answering reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and asset location.
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.
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination testing for your 401(k) as a business owner.
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 conversions.
Answering questions about the Mega Backdoor Roth IRA, the right kind of financial advisor for you, side gigs and increasing your income, and whether the Trump administration is going to get rid of PSLF.
Answering reader questions about the Mega Backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs, and what to do with an inherited IRA. We also talk about whether the Robinhood 3% match is worth the switch.
What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much.
Answering reader questions about 401(ks) and if you should have more than one, what to do with a crummy retirement account, and if you should be worried that your 403(b) is referred to as an annuity.
Answering reader questions about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life, Roth IRAs, and the Mega Backdoor Roth.