Blog

Frontload Accounts to Increase Returns
Discover the benefits of frontloading your tax-advantaged accounts to maximize investment returns. This blog post explains how contributing early in the year to IRAs, HSAs, and Solo 401(k)s can give your money more time for tax-advantaged growth and compounding. Learn from a self-employed investor’s experience of fully funding $162,550 in accounts by April, the psychological and financial advantages of early contributions, and important considerations for both W-2 and 1099 earners. Find out when frontloading makes sense, potential pitfalls, and how this strategy can help you reach your financial goals faster.

What is a Mega Backdoor Roth Conversion?
Everything you need to know about the Mega Backdoor Roth conversion. Make the most of your tax-advantaged options with this Roth conversion. This is an excerpt from the new TFC course.

Factors of Wealth Building: The Maintenance Phase
If you reach financial independence, do your best to keep it. Nothing worse than starting over. Read about factors to consider when maintaining your nest egg for the long run.

Spending Ratios: Percents by Category
Where to send your dollars each month. Better yet, how much to spend and how much to invest.

How Much do I Need to Retire?
Use The 4% Rule to determine when you can safely and comfortably retire full time.