Grandparent 529 Plans are Good for Everyone
…plans aren’t tax deductible, but as long as future withdrawals are used for qualifying education expenses, any earnings will grow completely tax free. Some states will allow an account owner…
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How to Manage Tax Diversification Like a Boss
…he withdraws $10K from his HSA to cover healthcare expenses, all tax-free. He could use appreciated stock in his taxable account for any charitable contributions, again all tax-free. Assuming no…
Should Lawyers Choose A Roth 401(k) or Traditional 401(k)?
…free and then you never have to pay taxes on the money again. All qualified withdrawals are tax-free. That sounds like a pretty good deal and there’s minimal uncertainty since…
5-Year Roth IRA Rules
…the withdrawal of converted principal will be penalty-free (the “5-year conversion rule”). The second 5-year rule applies to Roth contributions and determines whether the withdrawal of earnings will be tax-free…
How to Get Home Internet for $50 or Less
…Anything I missed about finding affordable internet plans? Don’t agree that 1GB upload and download is unnecessary for sending emails and joining WebEx meetings? Let me know in the comments….
How to Set Up an Automated Filing System and Reduce Stress
…website, remembering your login credentials, finding the place to download the statement, finding the right statement and finally downloading it. It’s not pleasant. The Solution. All of your statements are…
Best Legal Recruiters in Las Vegas for Associates
…it is to find a good one. Always do research before choosing your legal staffing company, as not all search firms are created equal. Examples of lawyers who work with…
How to Write an Investing Plan
…A few from the Bogleheads: Sunny’s Investment Policy Statement (Compact and Concise) Peter’s Investment Policy Statement (Company and Concise) White Coat Investor’s Investment Policy Statement Dale’s Investment Policy Statement (Comprehensive)…
10 Best Small Business Loans in North Carolina
…interested in finding a competitive loan that can help you achieve your business objectives affordably. Small business loans allow companies to obtain capital from lenders. The lender requires repayment of…
