roth ira
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Is Spending $60K a Mistake?
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“Joe, how much did you spend on your wedding?” That’s how this episode kicks off, and it sets up the theme running through everything else. Joe and I help ...

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What types of accounts can I rollover into?
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Photo credit: jb When you have money in several accounts and you’d like to have that money consolidated in one place, the question comes up – Which ...

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IRA, Social Security, income tax, and all things financial
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Photo credit: jb We’ve discussed here in the past about how it is a perfectly legal maneuver to make a non-deductible contribution to a traditional IRA ...

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