IRS rules are confusing and it can make contributing to an IRA complicated. This week Megan wrote in wanting to know how she could contribute to an IRA for last year without getting in to trouble. So let me walk you through some of the complex rules around IRA contributions and some things that you need to keep an eye on.
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Jan 2018
511-Friday Q&A: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA, What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship, Do I Risk the Wrath of the IRS by Moving From Sole Proprietor to
It's Friday! That means Q&A time. Today we cover: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship Do I Risk the Wrath of the IRS by Moving From Sole Proprie ... Show More
1h 9m
Jan 2020
Ask HTM - Savings Interest Rates are Dropping, What to do if You're Overpaid, and Investing in an ESPP #156
This week on the podcast we’re answering your questions! 1 - I was overpaid by my employer, what should I do now? 2 - Should I convert my 401k into an IRA? What considerations should I keep in mind? 3 - I have some IRS debt. Should I prioritize my debt snowball or get after that ... Show More
44m 54s
Jan 2022
Ask HTM - Acorns Accounts vs Student Loans, Investing For a Wedding, & Babies on the Cheap #466
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, w ... Show More
48m 37s
Aug 2017
How Do I Invest My 401k? (Your Letters)
401k plans, Roth IRAs, Coverdell IRAs, separately managed accounts, and more. What do they have in common? YOU asked about all of these and more on today's show! Our letters episodes are some of our most downloaded podcasts and today we'll fill empty the mailbag by answering SEVE ... Show More
59m 2s
Mar 2023
Ask HTM - 1.5x Speed on Savings Goals, Free Tax Prep Software, & Too Old to Invest? #646
<p>We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via <a href="https://www.howtomoney.com/ask/">HowToMoney.com/ask</a> , send us your voice memo. Regardless ... Show More
50m 6s