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9 Ways to Expand Your Roth Space
Roth accounts (IRAs, 401(k)s, 403(b)s) are awesome, and expanding the size of your Roth accounts is a worthy goal for any investor. Everyone knows that Roth accounts provide for income-tax-free...
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Roth Conversions
I had a request recently to do a post on Roth Conversions. As many times as I have mentioned them on this site, I’ve never really written a post specifically about them. They’re not particularly...
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IRAs, RMDs, and the Crisis of Doctors with Too Much Money in Retirement
[Editor’s Note: This is a guest post from Phil Demuth, Ph.D., one of my favorite financial authors who recently finished the excellent The OverTaxed Investor. It was written in response to this post...
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The “Secret” Ultimate Roth Contribution
[Editor’s Note: This is a guest post from Chad Chubb, CFP®, the founder of WEALTHKEEL LLC, a financial advisory firm with a focus on physicians. It is about after-tax 401(k) contributions followed by...
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Early Retirees Should Max Out Retirement Accounts
I’ve noticed a hesitancy among people aiming to reach financial independence and retire early (FIRE) at a young age (like 30s-50s) to use retirement accounts. There seems to be this idea floating...
View ArticleTax Diversification Minimizes Your Retirement Tax Burden
[This is the first monthly column I ever wrote for MD Magazine. It’s about Tax Diversification and how it can help you to minimize your retirement tax burden.] Most doctors are aware of the importance...
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