by Money Guy | Aug 23, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss how to balance Roth and after-tax buckets for early retirement and what you need to consider.
by Money Guy | Aug 16, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss what you should do if you are not eligible for an HSA or a Roth IRA.
by Money Guy | Aug 9, 2023 | Ask the Money Guy, Blogs, Financial Planning
When deciding between contributing to a traditional or Roth 401(k) based on your current tax situation, and for the Mega backdoor Roth conversion, you need to check if your employer’s plan allows it and consider other options if you are in a high tax bracket....
by Money Guy | Jul 17, 2023 | Ask the Money Guy, Blogs, Financial Planning
Uncover the secrets behind maximizing your investments and navigating the perplexing world of taxes in this captivating transcript. Delve into the age-old debate of Roth versus traditional investments, where surprising factors like future tax rates and personalized...
by Money Guy | Jul 13, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what to do with your next dollar? You need this free download: the Financial Order of Operations. It’s our nine tried-and-true steps that will help you...
