I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
Renowned retirement economist Wade Pfau, PhD, explains why the 4% rule no longer works in today’s environment + his recommended safe withdrawal rate instead.
Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.
Caroline Ceniza-Levine, a career coach now early retired, shares tips and advice (from experience) for how to convince your spouse about early retirement.
Karsten Jeske, CFA, on using rental real estate as an alternate “yield shield” + how to analyze the “crossover” point where sequence risk disappears.
Karsten Jeske, CFA, argues that a “yield shield” strategy does not actually do a better job protecting against sequence risk than a plain stock index.
Karsten Jeske, CFA, explains how a “bond tent” asset allocation strategy can reduce sequence of returns risk in the years just before and after retirement.