Tax

You've Done the Backdoor Roth Four Years Runnin...

You set this up four years ago. Every January you move the money into the Traditional IRA, convert it to the Roth a few days later, and file the Form...

You've Done the Backdoor Roth Four Years Runnin...

You set this up four years ago. Every January you move the money into the Traditional IRA, convert it to the Roth a few days later, and file the Form...

How Much Can I Convert to Roth Without Losing M...

You retired at 57. You are living off a brokerage account and some cash, your taxable income is low on purpose, and that low income is buying you a heavily...

How Much Can I Convert to Roth Without Losing M...

You retired at 57. You are living off a brokerage account and some cash, your taxable income is low on purpose, and that low income is buying you a heavily...

You Just Crossed the Roth Income Limit; Here's ...

This is the first year a direct Roth IRA contribution is off the table for you. You got the raise, or the bonus, or the promotion, and now your income...

You Just Crossed the Roth Income Limit; Here's ...

This is the first year a direct Roth IRA contribution is off the table for you. You got the raise, or the bonus, or the promotion, and now your income...

After You Max Your 401(k), the Mega Backdoor Roth Is Where the Next Dollars Should Go

After You Max Your 401(k), the Mega Backdoor Ro...

You maxed out your 401(k) sometime around June. You hit the number your payroll system flagged, the contributions stopped, and now your leftover savings each month are landing in a...

After You Max Your 401(k), the Mega Backdoor Ro...

You maxed out your 401(k) sometime around June. You hit the number your payroll system flagged, the contributions stopped, and now your leftover savings each month are landing in a...

Roth vs. Traditional IRA: How to choose the right retirement account

Roth vs. Traditional IRA: How to choose the rig...

Do you want to pay the IRS today, or do you want to pay them tomorrow? I sit across from clients every week who just had their first child, or...

Roth vs. Traditional IRA: How to choose the rig...

Do you want to pay the IRS today, or do you want to pay them tomorrow? I sit across from clients every week who just had their first child, or...

How to avoid taxes when selling a rental property?

How to avoid taxes when selling a rental property?

When you finally decide to sell your rental property, it is important to know that there are dozens of ways to handle the resulting tax bill. Some people use complex...

How to avoid taxes when selling a rental property?

When you finally decide to sell your rental property, it is important to know that there are dozens of ways to handle the resulting tax bill. Some people use complex...