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2 months ago Proving Roth IRA Basis in Early Retirement - Sean Mullaney - YouTube This video contains some helpful tips about record keeping.

2 months ago 6 Reasons NOT to Convert to a Roth - Kevin Lum, CFP - YouTube If plan to retire to a lower tax state, it might be worth waiting to do Roth Conversion in the lower tax state.

2 months ago SEP IRA vs Solo 401K: Which is Best for Self-Employed? - Sherman - My CPA Coach - YouTube Solo 401k allow you to get more money in at a lower income level compared to a SEP IRA. Fidelity doesn't charge annual fees to maintain a Solo 401k account. Solo Roth 401ks have a much larger max contribution limit.

2 months ago Solo 401(k)s & The MEGA Backdoor Roth IRA - The White Coat Investor - YouTube Make sure that form 5500-EZ is filed if you have >$250k in a Solo 401k.

2 months ago Solo 401(k)s and the Mega Backdoor Roth - Sean Mullaney - YouTube Most low-cost reputable Solo 401k providers do not offer after-tax 401k contributions and without that you cannot do a Backdoor Roth Conversion. You can get a lot into a 401k without the backdoor.

2 months ago The Tax Bracket You MUST AVOID (When Doing Roth Conversion) - Interview with Mark Byelich - YouTube This is an interesting discussion on Roth Conversions for the 24% tax bracket ($100,526 to $191,950 in 2024).

2 months ago Backdoor Roth IRA Pro Rata Rule Explained - Travis Sickle - YouTube This is a really good explanation of the Pro Rata Rule for Backdoor Roth Conversions for high income earners and is worth a watch.

2 months ago Red Rising Saga by Pierce Brown | Goodreads Recommended by Ember.

2 months ago Anna Tivel: Tiny Desk Concert - YouTube