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Backdoor Roth Club
The first rule of Back Door Roth Club… is talk about Backdoor Roth Club! You might be in Backdoor Roth Club already. Do you know the rules?
TSP In-Plan Roth Conversions Are Coming!
TSP will allow Roth Conversions inside the plan in 2026—here’s what you need to know!
Thank Your Parents for that Tax Bill
Your parents may be conspiring to inflate your tax bill! What can you do?
Top 10 Tax Planning Tips for Fighter Pilot Families in 2024
Wouldn't it be great to only worry about taxes in April? So sad, but these tips can help you max-perform tax planning before it's trapped at your six!
When is the Best Time for Roth Conversions?
Roth Conversions are mysterious until they're not. They can lower your lifetime tax bill, which is the bill you should be worrying about!
Why You Should Care about the Number 230
230 might be your fighting weight, but it's also a key number for your IRA!
All the Single Killers…
Should you get married to pay less taxes? Probably not…
Depreciation for Dummies
Appreciation grows the price of your rental home, Depreciation shrinks the cost of your taxes. Here’s what you need to know about Depreciation.
Top 10 Tax Mistakes Fighter Pilots Make
No one likes to overpay taxes. Underpaying tends to wind up poorly too. How can you avoid tax mistakes?
Do I Have to Pay Estimated Taxes in 2024?
Tax day is almost here, but you received estimated payment forms. Do you have to pay estimated taxes too?
The C-Word(s)
Culmination, compensation, confusion—check! The are so many C-Words in the financial world, but the really tough ones are Contribution, Conversion and Characterization.
The Other DCA
Defensive Counter Air is fun, but could Dollar Cost Averaging be even more fun?
RMD–Why Does this Matter to Me?
What goes in, must come out. What are RMDs and how should you think about these Required Minimum Distributions?
Don’t Close the Backdoor (Roth IRA)
Backdoor Roth season is in full swing. You'll need to maneuver before December 31st, so here's what you need to know about Backdoor Roth IRAs!
Top 10 Tax Planning Tips for Fighter Pilot Families
Wouldn't it be great to only worry about taxes in April? So sad, but these tips can help you max-perform tax planning before it's trapped at your six!
When is the Best Time for Roth Conversions?
Roth Conversions are mysterious until they're not. They can lower your lifetime tax bill, which is the bill you should be worrying about!
Why You Should Care about the Number 218
Personal finance has a lot of key numbers, but 218 is critical this year, because the success of your Roth IRA depends on it!
What if the Market Crashes?
The news says the debt ceiling might crash the markets, what should you do?
The C-Word(s)
Culmination, compensation, confusion—check! The are so many C-Words in the financial world, but the really tough ones are Contribution, Conversion and Characterization.
Top 10 Tax Mistakes Fighter Pilots Make
No one likes to overpay taxes. Underpaying tends to wind up poorly too. How can you avoid tax mistakes?
Do I Have to Pay Estimated Taxes?
Tax day is here, but you received estimated payment forms. Do you have to pay estimated taxes too?
Jinking out of Estimated Taxes
Do you have to pay estimated taxes? If so, how much, when and why? Is there a way to jink out of them?
Backdoor Roth IRA Club
The first rule of Back Door Roth Club… is don’t not talk about Backdoor Roth Club! You might be in Backdoor Roth Club already. Do you know the rules?
In Defense of Paying Taxes
No one likes paying taxes, but is there an upside to getting a tax bill?
How to Fix a Taxable Portfolio
Can you explain why your taxable portfolio looks the way it looks? Would you buy the same things if you were starting over today?
What to Know about Roth Matching
The new SECURE Act 2.0 that passed in late 2022 paved the way for employers to match your 401(k)-type contributions with Roth dollars—here’s what you need to know!
4 – I – 4 – T for 2023
4-I-4-T… Should you put money into the TSP or an IRA or both? What about a taxable account—where does that fit into an investing order of operations?
What to do in 2023
It's 2023. What should you be doing to max-perform your dollars and your life fulfillment?
How to Time the Market
Every choice of when to invest or if to invest is a market timing decision, but we often get stuck on "When is the best time to invest?" Lump Sum and Dollar-Cost Averaging are two techniques that can help.
RMD–Not Just a 4-Letter Word
What goes in, must come out. What are RMDs and how should you think about these Required Minimum Distributions?
Why You Should Care about the Number 204
Personal finance has a lot of key numbers, but 204 is critical this year, because the success of your Roth IRA depends on it!
When is the Best Time for Roth Conversions?
Roth Conversions are mysterious until they're not. They can lower your lifetime tax bill, which is the bill you should be worrying about!
Don’t Close the Backdoor (Roth IRA)
Backdoor Roth season is in full swing. You'll need to maneuver before December 31st, so here's what you need to know about Backdoor Roth IRAs!
Getting Real About College
College costs are brutal, so how can parents think about the college planning process to balance the price tag and the benefits?
Do I have to Wait 5 Years for my Roth IRA?
Roth IRAs are great, but 5 Years is the magic number you need to know to max-perform your dollars and avoid leaving the tax man a tip!
Can Fighter Pilots have 401(k)s?
Saving in the TSP is great, but can you have a 401(k) too? What do fighter pilots need to know about 401(k)s?
Top Financial Lessons from Top Gun: Maverick
Top Gun: Maverick saved your cinematic summer, but what are the Top Financial Lessons from Top Gun: Maverick?
Top 10 Tax Planning Tips for Fighter Pilot Families
Wouldn't it be great to only worry about taxes in April? So sad, but these tips can help you max-perform tax planning before it's trapped at your six!