There are many strategies that can help make a great financial plan. One strategy that often flies under the radar but deserves significant attention is the Roth Conversion. This maneuver involves converting funds from a traditional IRA or 401(k) into a Roth IRA, and it can be a powerful tool
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
Unlocking Retirement Wealth: The Power of the Solo 401(k) and Backdoor Roth IRA When it comes to investing for retirement, there’s a plethora of choices at our disposal. The options may range from traditional IRAs, 401(k)s, and Roth IRAs, to lesser-known alternatives such as the Solo 401(k) and Backdoor Roth
In Todayās world, a world without pensions and worries about the future of Medicare and Social Security, saving for your retirement is a critical part of financial planning, and for many people, a 401(k) plan is a large component of that plan. A 401(k) plan allows individuals to save money
When it comes to setting up a retirement savings plan for your small business, you will be faced with numerous different plan type options that you could implement. As the owner of the business, you must decide between these options to determine the best retirement plan for your specific business.
The fact that you’ve decided to retire doesn’t necessarily mean you want to stop working. Retirement is a great time to explore alternative career options, try your hand at a new career, or work part-time to add a little extra cash to your bottom line every month. However, continuing to
If you are going to buy a new printer, I wouldn’t recommend you go talk with your attorney about which printer is best (unless you are worried about your liability). Yes, attorneys use printers probably more than any other professional you know, but are they qualified to tell you which
Click below to see how markets across the world performed during the 3rd quarter of 2018.
I think this one graph shows why we use DFA’s methodology. I believe DFA’s evidence-based approach, has worked, is still working, and should work in the future. In investing many costs are hidden, and DFA’s low turnover approach handily beats most higher-cost investment options (even if that cost is hidden
We received a really good question that I wanted to share with all of our clients and those who follow us online. āAn old and trusted indicator in the bond market is warning about possible trouble ahead in the economy and the stock market. What should I do?ā In the