Rethink Your Money™
Exposing industry myths for truth seekers who are fed up with outdated, out-of-touch financial advice Latest Episode Featured Episodes All episodes Navigating Roth Conversions: the Good, the Bad and the…
Exposing industry myths for truth seekers who are fed up with outdated, out-of-touch financial advice Latest Episode Featured Episodes All episodes Navigating Roth Conversions: the Good, the Bad and the…
…status? Should I contribute to a 401(k), IRA, or other? What is best for my taxes? How do I invest outside of my retirement accounts for maximum tax benefit? How…
…with a code of ethics. The CRPS program covers the types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, nonprofit plans, 401(k) and 403(b)…
…with CPA coordination, estate planning with an attorney involved, strategic rebalancing, harvesting losses, Roth converting, and allowing for long term economic expansion and broadly owning long term a basket of…
…and also with retirement accounts. If you’re married and you leave your IRA or 401(K) to your spouse, they can do a spousal rollover and they don’t have to start…
…people, “You put bonds in IRA where you don’t pay taxes. Put stocks in the taxable account. Well, a lot of stocks are paying higher dividends than bond yields now…
…Peter: It’s tax time, people are looking at contributing if they haven’t already, to their 2020 IRA while you’re at it. Go ahead and fund if you’re able to, go…
…I get a better after tax outcome? Should my IRA own this account or not? You start to make smart decisions that we know add value, and they cannot subtract…
…rates, because all of your assets will be taxed once you’re in retirement. Ideally, you have some tax-exempt accounts, Roths, HSAs, you have some taxable investments where you only have…