Contribute to a traditional account upfront, then slowly convert to a Roth AFTER you retire. This lets you get the best of both worlds.
How to make money from paying your taxes
I’ll show you today how to earn some quick money from paying your taxes.
Retirement Savings Calculator: How much do you need to retire and how soon can you retire?
Your retirement number is based on 2 key questions: What does your target retirement lifestyle cost annually? How many years do you expect to need your retirement funds to last?
What I’ve learned about joint expenses in my first few months of marriage
With a few months of married life now behind me, I wanted to do a lookback post on what I’ve learned about managing my income and expenses. Coordinating my finances with a partner has been a new experience and taught me some useful lessons.
How to avoid capital gains taxes when selling your house: IRS rules, exceptions, and exclusions for residential real estate sales with $250k – $500k in capital gains
All homeowners out there thinking of selling their house — and even home buyers who just want to learn how to be tax-efficient — can get a LOT of value from understanding the intricacies of how this part of the tax code works.
How to take a year off, earn 6 figures, get a step-up in stock basis, convert taxable IRA dollars into tax-free Roth IRA dollars — and legally pay zero taxes on it all
Today I’m going to show you step-by-step how to take a year off, earn 6 figures, get a step-up in stock basis, convert taxable IRA dollars into tax-free Roth IRA dollars — and legally pay zero taxes on it all.
The Best Investing Strategy I Learned For Growing My Net Worth (Including The Online Tool I Now Use To Implement The Strategy. Hint: It’s Free.)
How I analyze my net wealth, how it’s evolved over time, and reflections on lessons I’ve learned. I’ll share the exact spreadsheet tools I created to analyze my net wealth.
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