Strategic multi-bucket Roth conversions dominate normal Roth conversions

How multi-bucket Roth conversions save thousands in taxes

You’re probably well aware of what a Roth IRA is. You may even be aware that you can convert your regular IRA’s into a...
Start planning now to make sure your IRA, Roth, and 401k accounts are maximized for 2016

What are the retirement plan contribution limits for 2016?

We're about half way through 2016 - time flies! It's important to remember with each year that passes you've either taken advantage of a savings...
Tax efficient asset location between an IRA and a Roth IRA

How tax efficient asset location between IRA and Roth saved $45,236

Investing in the stock market isn't easy. In fact it's downright hard! The fact is 99% of investors focus on their investment portfolio for...
Small 401k plan lawsuit - Are you acting as a 401k fiduciary?

Small 401k plan gets sued finally!

Small 401k plan gets sued finally! Dear Mr. or Ms. 401k Fiduciary, Think you can't get sued because your plan is too small? Think again! I never...
Are you investing your 401k properly?

How should I invest my 401k? Whiteboard Wealth #15

How should you invest your 401k plan? Investing in your 401k at work may seem easy, after all you've only got so many options to...
Make sure you know the pro's and con's of keeping your IRA's separate.

IRA Statistics

I'm quite sure this post won't end up as a "most popular" one, however these facts are quite interesting to me. I recently came...
Be careful, you've got to follow the rules to do a backdoor Roth IRA the right way.

How to do a backdoor Roth IRA – Whiteboard Wealth #14

How to do a backdoor Roth IRA - Whiteboard Wealth #14 I get asked once in a while "what can I do to invest when...
Make sure you know about the 401k hardship withdrawal rules!

401k Hardship Withdrawal Rules & Distribution Facts

401k Hardship Withdrawal Rules & Distribution Facts Have you found yourself in a pinch financially and need access to cash? A 401k hardship withdrawal may...
What's better to invest in? An IRA or a Roth IRA?

Should I invest in a Roth IRA or regular IRA? Whiteboard Wealth #12

Should I invest in a Roth IRA or regular IRA? Whiteboard Wealth #12 Both the Roth IRA and the regular IRA are great retirement savings...
401k Auto Escalation Is a Great Way To Help Workers Save More For Retirement

401k Auto Escalation Beats Inertia

401k Auto Escalation Beats Inertia In 20 years of working with 401k plans and participants - as well as individual private clients - I’ve seen...

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