This little-known strategy allows high earners to use after-tax contributions to a 401(k) to fund a Roth IRA. It’s called a mega backdoor Roth because the dollar amounts involved are typically large. Here's how it works.
Concentrated stock ownership strategies - Employees with employer stock or investors with 10% or more in one stock incur significantly more risk. Here's how to manage the risk in a smart and tax-efficient way.
Time to go bargain hunting? Here are three stocks I like for 2021.
With the election nearing, investors are weighing their options. Who will win? What will it mean for the stock market? What should you do now? These are some of the important questions I tackle in this blog post.
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. Here's how to create a better index fund.
Buffer notes are a way to invest for some upside while limiting your downside. Do they make sense? What are the disadvantages? Here's what you need to know.
