Rollovers, Roth, and Investing
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...
Retirement investing is the process of setting aside money during your working years with the goal of generating income to support you during retirement. It's important to start saving for retirement as early as possible, because the earlier you start, the more time your money has to grow through compound interest.
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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...
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money, The post Here’s Where Doctors Are Most Comfortable Inv...
Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?...
Alternative investments are gaining ground, yet retirement investors must carefully weigh risk, liquidity and portfolio fit....
I get asked this all the time: “What percent of my income should I invest if I want to retire early?” But that question misses the point. There’s no golden percentage. No magic numbe...
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech's role in finance, and how to build smarter portfolios. The post Podcast 96: How Not to Invest – Avoiding Big Mone...
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Carl note: I offhandedly mentioned in a recent post that I had invested in SpaceX. I’m a super nerd and SpaceX sings to my engineer mind. Catching the largest flying thing ever made from a trip ...
Investing isn’t rocket science, but you wouldn’t know it based on how people talk about it. Half the advice out there sounds like it’s written for hedge fund managers, not regular pe...
? Show Notes In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors ca...
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...
As apps that track congressional stock trading become more popular, investors need to take into consideration some caveats....
It’s that time of year again: Earth Day! You’re probably thinking it’s about planting trees or maybe getting lectured about ... Read more...
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate. The post The 7 Worst Ways to Invest in Real Estate appeared f...
I just retired and had to buy a house late. I am in year 3 of a 30 year mortgage at 6.375%. I have enough in pre-taxed income, 401k, HSA, and Roth to live comfortably but not lavishly. Would I be smar...
Most people aren’t broke because they don’t make money. They’re broke because they only make money when they work. The moment the job stops, so does the income, and that’s the ...
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry....
How Can Students Learn to Invest & Manage Finances Now?...
How Can Students Learn to Invest & Manage Their Finances for Long-Term Stability?...
Focusing on these market fundamentals can help investors stay grounded rather than being swayed by emotion or market hysteria....
Anyone have some ETF or Mutual Funds suggestions that help balance the risk a bit better in retirement than the S&P 500 index? I have a few years yet to go but I won't be sleeping well if I'm goin...
Investing is one of the best ways to build wealth, but that doesn’t mean it’s easy. The market doesn’t care about emotions, hype, or shortcuts, and bad habits can do serious damage t...
The Pittsburgh Steelers won four Superbowls in the 1970s — a legendary run. My Uncle was a diehard Steelers fan in the 1970s and 1980s. He had season tickets, fabricated an Iron City Beer &ldquo...
Many investors, even white coat investors, think they or their money manager can beat the market. Here's why they're all probably wrong. The post Managers Don’t Beat Markets (Why Index Funds Are...
Let's say you've come into a large sum of money—perhaps $1 million or more from stock grants, a bonus, or the sale of a home. Congratulations! After accounting for taxes, the real challenge is d...
TIAA pushed back, citing fiduciary duties....
Most people think investing in themselves requires big money. That’s a lazy excuse. The smartest investment isn’t in stocks, real estate, or business ventures, it’s in leveling up yo...
The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too....
Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality. The post 28 Retirement Investing Tips from Today&rsqu...
Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up? The post 8 Investing Trends Across Generations: What&r...
Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Podcast 88: Invest with Impact with Toussaint Baile...
Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back....
When it comes to your child’s future, the goal is about more than just setting up a savings account or ... Read more...
Most people never ask or research their retirement investing to see if it is supporting predatory lenders. Discover how index funds can often obscure this....
Some people work for decades, hoping to retire someday. I wasn’t interested in someday. I bought my first rental house at 20, picked up more over the next few years, and let real estate do the h...
Answering reader questions about I Bonds and if they are still a worthwhile investment or if it might be time to let them go, buffer assets and if they're worth it, and the best way to invest in small...
Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...
Passive investing has revolutionized the investment landscape for individual investors. Not only has it dramatically lowered the costs of asset ... Read more...
What Gen 20 Should Know About Early Real Estate Investing...
Shark Tank makes angel investing look pretty exciting on TV. Learn who should consider being an angel investor and how to mitigate the risks. The post Should Doctors Be Angel Investing? appeared first...
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
If you want to increase your return on investment, you'll need to take on more risk. But, be careful how you try it—if you try it at all. The post 9 Ways to Increase Your Investing Return appear...
How to invest money if you’re Gen Z...
How to invest money if you’re Gen Z...
It’s a big world with lots to explore, but if your exploration involves foreign financial accounts, there are several precautions to take. The post Navigating the Minefield of Foreign Investing ...
Direct indexing, an advanced investment strategy, allows investors to own individual stocks within an index instead of a mutual fund or ETF, offering greater control and flexibility. This approach is ...
Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31. And yes, shopping might be in order....
Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks....
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...