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Tag: Investing

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Can You Use a Taxable Brokerage Account to Max Out Your Roth?

If you don’t have the cashflow to maximize your Roth IRA, should you use money in your taxable brokerage account…

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How to Prioritize Investing versus Making Memories Now

How do you prioritize investing for retirement and making memories and experiences now? It can feel difficult to prioritize all…

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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…

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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…

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What Should I Do With A $100,000 Inheritance?

If you are fortunate enough to inherit a large sum of money, what should you do with it? Purchase a…

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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…

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When You Hit Your Retirement Number, Should You Keep Investing?

If you Know Your Number for retirement and reach that goal, does it make sense to continue investing even when…

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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…

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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…

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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…

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