What happens at the start of a marathon has a lot of investing mistakes lessons for us. How you deal with it can make or break your race, which is similar to your investing journey.
Everybody seems to be aware of Roth IRA accounts, but not always sure about some of the minute details. In this post, I answer some of the questions I get from clients and prospects on the Roth IRA
One of the questions I get all the time is how to invest in the US stock market using special accounts like Roth IRAs, HSAs, 401ks, 529, etc. on an H-1B or other work visa (L-1, O-1, H1B1, TN, and E3)
This is keeping in mind that work visas are by nature temporary non-immigrant visas and technically the holder is expected to depart the US after the work assignment.
The post is a summary of a more in-depth technical, nerdy paper written for advisors on the Nerds Eye View Blog by Michael Kitces.
Everybody is keen to have a Roth IRA account, but messing up with the rules can be very costly.
You still have time to make a ROTH contribution for 2022. But please, don’t make the following mistakes as you make the contributions.
If on a work visa, please pay special attention to the last point.
One of the worst investment decisions I recall making was buying a stock at close to $100 per share and literally watching it go down to a single-digit number. Does anybody recall Qualcomm in 1999 -2021?.
It was my introduction to anchoring bias – read the post to learn how you can avoid this investing trap
6 simple steps to open a teen ROTH IRA account, and get them started on the path to becoming millionaires.
In this post, I discuss why a taxable brokerage account should be a part of your investment/saving strategy. By the end of the post, you’ll know the answer to questions like – what is it, what are some of the benefits of the account, things to watch out for with the account. Finally I discuss the special use case for foreign-born nationals.
To round out the Financial Literacy Month – here are my top lessons from the “Millionaire Next Door.” Anybody can apply these lessons to their lives.
We never spam. By signing up, you'll also receive access to future resources right to your inbox. You can unsubscribe at any time.
