I want to tell you a story about accessing tax-deferred funds in an IRA or 401k before age 59.5 without paying a penalty. But first I'm going full out White Fang on you. A trapped animal will do just about anything to get free. When you get caught, normal rules of comportment and demeanor are sloughed off to make room for the demands of the primordial will to live. It's all about survival. Adrenaline rushing, pumping through arteries and veins, clouding the judgment and dulling the pain, the ...| Root of Good
If you received $1 million tomorrow, what would you do? How will taxes work? How much should you save from it? Will this windfall enable you to be set for life?| Minafi
Step by step walkthrough of how to perform a Backdoor Roth IRA conversion on Vanguard with screenshots of each step. Vanguard makes the process extremely simple, and allows you to do it all on your own from their website.| Minafi
Every quarter I analyze my investments, share my net worth and assets with the world. This was a crazy quarter. My investments inched up 2.84%, but my net worth jumped an astounding 71.9%! See what led to this dramatic and unexpected jump.| Minafi
Dividends may seem like a free money, but if you’re not prepared for it you’ll be caught with an unexpected tax-burden at the end of the year. My own investing strategy relies on both reducing dividend in taxable accounts and embracing them tax-advantaged ones. This allocation helps to cut taxes to the bone.| Minafi