What is “Mega Backdoor Roth IRA”? It is a financial planning technique that deals with contributing funds to a Roth IRA retirement savings account. Why does my Roth IRA need a “backdoor”? Your direct contributions to Roth IRA may be limited. There are two different limitations. The first limitation deals wi … [Read More...] about “Mega Backdoor Roth” – Definitive Guide
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lif … [Read More...] about A Retirement Fact Sheet
Take note of them for 2019. Some notable developments are about to impact 401(k) plans. They follow a major change that became effective … [Read More...] about Some Changes Are Coming for 401(k)s
Never touch your principal in retirement? Think again. More than a century ago, an American financial archetype emerged – the household t … [Read More...] about Think Total Return
A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase si … [Read More...] about What is the Sequence of Returns Risk?