Tag: retirement savings

You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?

I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.

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retirement savings tax planning taxable vs. retirement savings

How Much Money Do You Need?

Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in their laps. (That’s what we specialize in after all.)

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What Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It?

Flow FP's Block Woman is hit by some tax code changes.

If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.

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The Curious Math of Roth 401(k)s: You Can Save More Than If You Use a Pre-Tax 401(k)

If your 401(k) offers a Roth option, how do you know if you should contribute to it instead of the usual, pre-tax 401(k)?

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401(k) retirement retirement savings Roth 401(k) tax planning