Investing & Taxes
This blog post was brought to you by my partner, Betterment. Paid client. Views may not be representative. See App Store & Google Play reviews. Learn more. Investing involves risk. Performance not guaranteed. Source: Betterment Retail Investor Survey, 2026. My friend recently got a new job that more than doubled her salary. “Dude,” she texted […]
As my standard legalese: I am not a licensed tax professional, and this is not tax advice. Please consult your friendly neighborhood CPA and do your due diligence. This is intended to be a starting point for your #TaxSzn research. As I was reminded repeatedly by TurboTax’s 2023 ad campaign called “Don’t Do Your Taxes,” […]
If you’re a high earner in the market for an investment strategy that sounds more like a Transformer than a legitimate wealth-building option, then boy, do I have good news for you: The Mega Backdoor Roth IRA might be a contender for your tax-advantaged lineup. Before we talk about the “how,” let’s talk about the […]
The sky was falling in the second half of 2022. So much so that, last July, I published a piece called, “No, We’re Not in a Recession, But Somehow this Economy *Feels* Worse.” It was my attempt at parsing the hard data (low unemployment, relatively calm credit markets, and strong consumer spending) with a panicked […]