The First Step It was September of 2011 and I tipped the scales, didn’t like what I saw and decided it was time for a change – 282 pounds. I had decided I wanted to make a change before but I had never actually done anything meaningful about it. This
The First Step It was September of 2011 and I tipped the scales, didn’t like what I saw and decided it was time for a change – 282 pounds. I had decided I wanted to make a change before but I had never actually done anything meaningful about it. This
As I write this post, it is the second round of the 2023 NCAA tournament. I proudly boast a near perfect bracket – having selected the winner of 29 of the first 32 games correctly.
When it comes to making 401(k) contributions there are two sets of limits that an individual must be aware of – the first being the maximum deferral limit and the second being the total contribution
If you are a business owner in one of the top tax brackets, adding your kids to the payroll can be a great tax move that shifts income from your tax bracket down to your
IRS Section 280A(g), better known as the “Augusta Rule”, is a special rule in the tax code that allows for the rental of a personal dwelling for less than 15 days without being taxed on
For most people, the biggest challenge in retirement saving is maxing out their 401(k) plan. That said, for some – typically highly compensated employees – front-loading their 401(k) contributions can cost them some of their
As you embark on your journey toward financial independence and a secure retirement, it’s crucial to understand the intricacies of various retirement account rules. One such rule that comes into play is the Required Minimum
With the recent passage of the Secure Act 2.0 came a new strategy for those that have an overfunded 529 plan – the ability to roll 529 funds to a Roth IRA. In this post,
Are you looking to contribute more to your Roth IRA but find yourself limited by income thresholds? Discover the Backdoor Roth contribution strategy, a way to maximize your Roth IRA investment, regardless of your Modified
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