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Financial Blog For Busy Families & Impact Investors
Retirement Savings Options for the Self-Employed
Yes! You can still save for retirement when you are the boss. Here are your options.
In-Kind RMD Strategy [video]
For people who don’t need the money yet, such as those who inherited an IRA subject to RMDs but are still working, you can transfer shares equivalent to the RMD amount to a Brokerage account. That allows you to satisfy the RMD but keep the money invested. Let's go through this strategy.
The 3 Biggest Mistakes I see with DIY Plans [video]
The 3 Biggest Mistakes I see with DIY Financial Plans