The SECURE 2.0 Act, passed in 2022, featured many new tax and investing rules. Perhaps the most publicized change is that people can convert 529… Read More »The Important Details Behind 529-to-Roth Conversions
Reader Michael wrote in and asked: At the beginning of inflation/rate hike cycle, everything I read said invest in stocks and real estate (and TIPS)… Read More »What Investments Actually Beat Inflation Since 2020?
Let’s chat about the stock market. Specifically, let’s think about average investors like me and you. And let’s ask: how much money do we need… Read More »How to Become a Millionaire in the Stock Market
You’ve heard it before, especially if you regularly read or listen to The Best Interest: It’s a perfect example of investing’s golden relationship between risk… Read More »Just How Volatile Are Stocks and Bonds?
Last week provided a terrific, real-life stock market lesson. Let’s dive in. First, Some Context… Let’s zoom out to 2023 as a whole. Why has… Read More »Last Week’s Terrific, Real-Life Stock Lesson