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…
Backdoor Roth
March 9, 2024Roth IRA is an extremely powerful account. It allows for tax-free withdrawal during retirement. I talked about all the benefits…
Rule of 55
February 17, 2024There are many ways to withdraw from your 401k or IRA accounts without a penalty. However, most of the things…
Power of Roth Conversions
February 10, 2024Roth IRA conversions are a powerful vehicle. Before we delve into conversions, let me briefly walk you through the Roth…
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