Should you do a “Backdoor Roth”?
Big thanks to David for the smart question. Keep em coming! David asked “Is a back door Roth IRA a good approach to consider if your maxing
August 10, 2021
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Big thanks to David for the smart question. Keep em coming! David asked “Is a back door Roth IRA a good approach to consider if your maxing
You’re barreling down the highway at 75 mph. You see a sign. Your exit is in 3 miles. Do you pull into the right hand lane immediately? Do you wait
She gulped. “Uhhh, say that again?” “$250,000” Chantal replied. “Just for undergrad?” Julie nervously verified. “Yes, that’s correct. You’ll need a quarter of a million dollars in 18 years to
I originally sent the email below out on May 18th. Today’s drop may be a one day thing or a days or weeks or months downturn. The only thing
Julie (not her real name) sat in my office unfazed. It was December 2018 and the market had dropped 20% steadily over the last 3 months. The
Here’s the cheat sheet to generating passive income from your portfolio. Lesson #1: The 4% rule is dead: Basing your income on a withdrawal percentage of
“So what happens when the first bucket shrinks?” John understood where the steady paychecks would be coming from, but… “I mean if we have 10
“You mean money will just pop into our checking account twice a month?” “Yup,” I replied. “But you’re saying we don’t actually have to go
It was another down day in the market. So far the market was down 40% over 3 months. (And it’d drop another 10% to drop
The market will crash by at least 10% before the year is out. I don’t have a crystal ball. I have no psychic powers (that
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