Category: Retire
If you have self-employment income, SEP IRA’s are a great vehicle for turbo-charging your retirement savings while simultaneously reducing your tax obligation. The only downside to SEP IRA’s is …
401K’s “suck”. But only in comparison to what they’ve replaced. And given that they are the standard today, you would be wise to make the most of your 401K, …
Here’s a personal finance 101 must-know special: the deadline for IRA contributions for a calendar year is the tax deadline for that year. And you can even set up …
As outlined in my recent Safe Withdrawal Rate post, answering the “How much do I need to retire?” question is critically important for anyone who wants to retire some …
I’m excited to finally unleash my Safe Withdrawal Rate post as I believe it can be life changing, when used properly. Note that the safe withdrawal rate concept and …
In my previous Roth IRA basics post, I received the following question from a reader, Julia: “Great summary, but I think it’d be interesting to hear about the Backdoor …
Roth IRA’s have become quite popular among the millennial generation (and beyond) and can be a great addition to your retirement savings arsenal. But Roths bring a lot of …
