The Mega Backdoor Roth IRA

  photo by Andrea Piacquadio via pexels.com Rachel is a high earning soloprenuer.  While she’s already contributing the maximum to her pre-tax 401(k) plan, she still has a substantial amount that she would like to put towards her retirement but she makes too much...
5 Challenges Successful Business Owners Face

5 Challenges Successful Business Owners Face

You’ve done what seems impossible to others. You started a business, built it up, and now things are clicking along. There are still challenges (that’s what keeps it interesting) but you know you need to focus some of your energy on your personal financial picture....
7 Tips for Dominating Your 401k Plan

7 Tips for Dominating Your 401k Plan

Lauren sits down with Greg Phelps at the Wealth Summit. In this session, she goes deep into 401k land — covering everything you need to know about: Maxing out your savings (and how to get there) Keeping more of your money (hint: it has to do with the...

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