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Tag: retirement

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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 Legally Avoid Paying Taxes in Retirement!

Did you know that there are perfectly legal strategies you can use to AVOID paying taxes in retirement? Contributing to…

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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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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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How to Balance the Trade-Off Between Current Spending and Future Retirement

Investing more for retirement means you are spending less now. What’s the point of investing so much now when you…

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The Money Guy Show Reacts to Dave Ramsey’s 8% Withdrawal Rate

When projecting how much you should be investing for retirement, your expected rate of return and withdrawal rate in retirement…

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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…

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Government Pension: Does It Have a Bond-Like Impact on the Portfolio?

How should you think about a government pension as part of your portfolio? Does it count as a bond and…

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