Retirement Strategy
April 19, 2025JP Morgan published their 56 page 2025 retirement guide, and I wanted to share some insightful data points from it.…
Roth Conversions Explained
April 12, 2025Roth conversion can be a great tax strategy (since the stock market is down too!) What is a Roth conversion?…
Early Retirement
February 22, 2025My coworker officially retired yesterday. He is 50 years old and has been with the company for over 25 years.…
401(k) plan
September 28, 2024Most of you are familiar with the basics of a 401(k) plan, but there are still many nuances that many…
Health Savings Account (HSA)
July 27, 2024A Health Savings Account (HSA) is the most efficient tax-advantaged investment account because it offers a triple tax advantage: HSA…
Portfolio withdrawal rates
June 8, 2024Retirement is a number in your investment account, not an age. Planning for retirement early on will ensure comfortable living…
Roth IRA withdrawals
May 4, 2024In previous newsletter issues, I’ve discussed Roth IRAs, their benefits, and how to open one. But what about withdrawing money…
Traditional vs Roth 401k
April 13, 2024In this newsletter, I want to help you make a decision whether to put your money in a Traditional 401k…
Roth IRA: Rules and how to open one
April 6, 2024You've probably heard of the concept of a Roth IRA. In this email, I'll cover the basics of a Roth…
Mega Backdoor Roth
March 16, 2024Roth accounts are extremely beneficial during retirement. You will pay $0 tax on your investments during withdrawal. So, getting as…
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