Skip to site content

Category: Investing

141 results found
article

Retirement Savings vs. Student Loans: Which Should You Prioritize?

If you have little or no savings for retirement, does it still make sense to prioritize higher interest student loans…

View Post

article

The Best Tax Benefits Of Real Estate Investing

Real estate is not only a popular way to invest, but there are also special tax laws created to encourage…

View Post

article

How to Influence Your Employer’s 401(k) Plan for Optimal Benefits

Not all employer 401(k) plans are created equal. If you are able to influence your employer’s decision, what should you…

View Post

article

How to Avoid Paying Unnecessary Taxes While Investing

Not all investing vehicles are created equal, and some investments are more tax-efficient than others. Here’s how you can invest…

View Post

article

How Do I Best Utilize a 10% Company Match and Other Investments?

Some very generous companies offer dollar-for-dollar matches on a high percentage of employee compensation. How should you look at your…

View Post

article

What Are the Best Accounts and Strategies for New Investors?

If you are new to investing, where should you open an account and contribute to? For someone who made mistakes…

View Post

article

Why Are Backdoor Roth and Mega Backdoor Roth ‘Loopholes’ Allowed?

If Roth accounts are so good that the government limits who contributes and how much they can contribute, then why…

View Post

article

The Messy Middle: Balancing 25% Investment Amid Life Changes!

Investing 25% for retirement when you are trying to buy a home, are getting married, or having kids (or all…

View Post

article

Should You Invest in a Roth 401(k) Even if You Are in a High Tax Bracket?

If you are in a high tax bracket, does it ever make sense to make Roth 401(k) contributions? Or is…

View Post

article

Should You Invest More if You Plan to Substantially Increase Your Income?

If you expect your income to increase significantly throughout your career, how should you approach investing for retirement? Is it…

View Post