How To Use The Mega Backdoor Roth
KEY TAKEAWAYS If you’ve been told for years that you make too much money to contribute to a Roth IRA, there is a perfectly legal little loophole that will allow you to contribute to your Roth through what’s called a backdoor Roth IRA contribution. Mind...
Best Retirement Plan Options For Solopreneurs
KEY TAKEAWAYS One of the greatest benefits of being a small business owner or a solopreneur, is that the world is pretty much your oyster when it comes to retirement plan options for you and your business! Because there are so many different options out there,...
Over 50? Here Is What You Need To Know About Roth Accounts
A common misconception about investing in Roth accounts is that they are only for young people who have decades until retirement. This advice is just plain wrong! In today’s video, I’m showing you why a Roth is still worthy of consideration if you are over...
A Golden Opportunity For A Roth Conversion
In today’s blog post and video, Ashley takes a look at why now is a golden opportunity to consider a Roth conversion. Tax rates “might be the lowest you’ll see for the rest of your life”, creating a window of opportunity to convert to a...
