Is ‘Benefits Hacking’ Genius? Or Immoral?
Is “benefits hacking” a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?
The Best Interest »
taxes
5 Year-End Financial Planning Tips
If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.
“Boring” Money Topics That I Find Fun
I didn’t know how to pronounce Les Miserables until 2017. Now I know all the songs. My wife bought us tickets to the show for… Read More »“Boring” Money Topics That I Find Fun
The Powerful Benefits of Roth Conversions
After I wrote a simple primer on Roth conversions a couple weeks ago, several readers reached out asking for more details. A few specific snippets… Read More »The Powerful Benefits of Roth Conversions
Should You Consider Roth Conversions?
I grew up east of Rochester, in Upstate New York’s apple country. New York produces ~30 million bushels of apples per year, second among the… Read More »Should You Consider Roth Conversions?
The Important Details Behind 529-to-Roth Conversions
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