Retirement
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Business
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…
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Business
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…
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Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
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Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
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Business
A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early
Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is…
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Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
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