Hi Friendos, Today’s newsletter is all about IRA contributions. Back when I was in business school (20 years ago!) I gave a presentation to the Women in Business club called “Who is Roth and What is He Doing with My IRA?” I looked it over recently and was surprised at how few updates it would […]
Hi Friendos, The last few weeks I’ve discussed the benefits of saving for retirement into one type of tax-sheltered account vs. another. I wrote: “I believe the existence of such accounts is terrible policy and we should get rid of all of them!” Today I’d like to spotlight some research that supports my perspective. I […]
Hi Friendos, Today I am continuing the discussion of tax-advantaged accounts to save for retirement, and how to pick the type of account that is best for you. Two weeks ago, I discussed weighing HSA vs 401k vs IRA and last week I discussed Roth vs traditional. Today’s installment is for you if you have […]
Frequently Taxed Questions 