Mega Backdoor Roth
A Step-by-Step Guide to the Mega Backdoor Roth The Mega Backdoor Roth is an excellent 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 a […]
A Step-by-Step Guide to the Mega Backdoor Roth The Mega Backdoor Roth is an excellent 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 a […]
Retirement Revelation Retirement revelations are priceless. In a short time, you can reinvent yourself, anytime you choose, and retirement is a great time to make that choice. Every day, you can decide who you want to be and how […]
Should You Use your Non-Governmental 457(b) Plan? This is the ultimate guide to non-governmental 457(b) Plans. If you are a highly compensated employee of a non-profit institution and want to know if you should use your 457 plan, chances are […]
Social Security Bridge Strategy This comprehensive guide helps you Bridge the Gap to optimize social security: a Social Security Bridge Strategy. Optimizing Social Security is an important component of retirement financial security. Frequently, it pays to wait to claim your […]
Are lower expectations the key to a successful retirement? We demand a lot out of retirement. What if the key to a successful retirement is lower expectations? We spend a third or more of our life retired. After all […]
Happy no matter what in Retirement I want to be happy no matter what in retirement. After all, happiness is a choice. And, importantly, human capacity for happiness hasn’t changed since the beginning. So you can be about […]
What People Fear in Retirement During retirement, you might face fierce emotions you have been carrying for a while. That’s normal! Anytime there is a major life transition, you will likely process some physical and emotional junk. You have […]
Should I buy short-term TIPS or just a regular TIPS fund? TIPS, like other governmental bonds, have duration. Duration reflects the investment’s sensitivity to changes in interest rates. Should you buy short-term TIPS or, perhaps, an intermediate-duration TIPS ETF? […]
Velocity Banking Calculator Does mortgage acceleration work? How can you more efficiently use your paycheck to accelerate your mortgage payoff? Use “offset accounting” to make interest while offsetting or reducing the balance of another account. So, for instance, you have […]