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Category: Beyond Basics

89 results found
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Here’s Why Roth Isn’t Always Better Than Pre-Tax

Updated: June 20, 2025

We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability…

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This Is What Tax Planning Really Means

Updated: June 20, 2025

There is at least one political issue that the vast majority of both major political parties are in agreement on:…

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The IRS Just Announced 2025 Tax Changes!

Updated: June 20, 2025

It’s my favorite time of year: the weather is getting cooler, the leaves are changing, football is in full swing,…

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This Might Be the Best Retirement Account. Only 10% of Americans Have One.

Updated: June 20, 2025

Health Savings Accounts, or HSAs, just might be one of the best retirement accounts available to Americans. These accounts were…

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Do I Need a Bridge Account for Early Retirement?

Updated: June 20, 2025

If you plan on retiring before normal retirement age, or before you can take penalty-free distributions from your retirement accounts,…

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How Will the Next President Affect the Stock Market?

Updated: June 20, 2025

As a huge politics nerd, election years have always been special for me. When I was younger, I remember staying…

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What Type of Health Insurance Plan Is Right for You?

Updated: June 20, 2025

Health insurance is a financial necessity for everyone, regardless of age or how healthy you are. About 25 million Americans…

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Is Paying Off Your Mortgage Early a Good Idea? The Truth Is Complicated

Updated: June 20, 2025

“Should I pay off my mortgage early?” is probably a question you’ve asked yourself at some point if you have…

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Top 10 Traits of a Financial Mutant

Updated: June 20, 2025

Being a Financial Mutant is not about having a certain amount of money in the bank or invested for retirement. It’s not…

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Mega Backdoor Roth: What Is It and When To Use It

Updated: June 20, 2025

As the name implies, the Mega Backdoor Roth strategy is a way to build a very large amount of tax-free…

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