investing in a 401k

Essentials of a 401k Plan

How to Invest in a 401k  So, you have a new 401k? Or maybe you have been working for a while and you are not sure about the essentials of 401k investing? Let’s look at the brochure, the plan summary […]

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bondsmain

Do I Need Bonds?

  Should I have bonds in My Portfolio?   Do I need Bonds? Bonds are not sexy. Instead of owning a slice of a company like you do with stocks, you loan money to a company—or the government—so they can […]

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Bond Tents for Retirement Asset Allocation

Do Bond Tents Beat a 60/40 Portfolio in Retirement?

Bond Tents for Retirement Asset Allocation Bond tents and Rising Equity Glidepaths are styles of glidepaths. Glidepaths describe the modulation of asset allocation before and after retirement. For example, traditional target date funds decrease stock percentage to or through retirement […]

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Step-by-Step Guide to Mega Backdoor Roth

How I Did My Mega Backdoor Roth

A Step-by-Step Guide to the Mega Backdoor Roth The Mega Backdoor Roth is a nice way for high income earners to tuck away a ton of Roth money for retirement. There are a couple of things you need: High Income […]

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Tax-Efficient Charitable Giving

Best Ways to Leave Money to Charity

Best Tax-Efficient Ways to Give to Charity What are the best ways to leave money Charity? This post is part two of a two-part series. Part 1 addresses how to leave money to your children. Now, let’s look at the […]

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Cashing Out a 401k to Invest in Real Estate

Cashing Out a 401k to Invest in Real Estate

Cash out a 401k for real estate investors Have you thought about cashing out a 401k to invest in real estate? Real Estate Investors invest in real assets rather than retirement accounts. Investors with significant qualified retirement accounts discuss cashing […]

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