General
October 28, 2020
Post Index
Books, Literature, Reviews
- Investing Literature, Tools, Screening, Analytics
- Review on the book: “The Truth About Retirement Plans and IRAs Paperback”, by Ric Edelman
Investment Portfolio, Stockbrokers, Robo-advising
- How to start investing
- Types of Diversification
- The Landscape of Online Stockbrokers
- Technology Stocks and 15 Years of Lost Growth
- Statically-Allocated Aggressive Funds
- Market Indices, Investment Fund PE-Ratio, S&P-500 Sectors
- Don’ts of investment funds
- Income Builder Fund Builds Income?
- Is Franklin Fund Good for Saving for Kids?
- Stock Market Indexes & Index ETFs
- ETFs & Stock Indexes
Cash Management & Credit
- Cash Management in Fidelity
- Cash Management, HYSA, Money Market Funds
- Money Market Funds
- Investing in I Savings Bonds
- I Savings Bonds — Buy or Not to Buy?
- Credit Card Collectors: More Miles, More Problems
- Credit Cards & Credit Scores with ChatGPT
401K, IRA, Roth, HSA
- Contributions to Roth IRA
- Detailed 401k Checklist
- 2024 Retirement Plan Contribution Limits
- End-of-the-Year Tax Strategies
- Traditional vs. Roth IRA if tax rates do not change
- IRA vs. 401k vs. HSA
- Is 401k a Scam?
- Myths of Roth/IRA
- Employer-sponsored retirement plans
Rollovers, Roth Conversions, Backdoor Roth
- Types of Rollovers
- Reverse Rollovers
- Why Roth IRA Conversions May Now Be Advantageous, by Vladimir Kouznetsov
- Backdoor Conversion to Roth IRA
- Secure Act 2.0: Allows transfer from 529 plan to Roth IRA
Real-Estate, Mortgage, Refi, Lending, SDIRA, solo-401k, UBIT
- Investing in tax-advantaged assets from retirement accounts
- Real Estate: Depreciation, 1031 Exchange, and Step-up in Basis = Tax-free
- Tax deductions may make refi no sense
- Is borrowing against an IRA allowed?
- UDFI, UBTI, UBIT in IRA, and solo-401k
- Reasons people do not buy homes
- Is Everything a Scam?
Life Insurance, IUL, Whole Life, Annuity
Financial Advisors, Licenses, Fiduciary Duty
- Conflicts of Interests in the Financial Industry
- How Financial Advisors are Compensated
- A "retirement advisor" false claims
Misc
- Refundable vs. Non-Refundable Tax Credits
- There are less than a week remaining to make your IRA/Roth contributions for 2023
- 2023 Retirement Plan Contribution Limits
- End-of-the-Year Tax Strategies (2022)
- Do not forget to contribute to IRA 2022
- 2022 Retirement Plan Contribution Limits
- Conventional Conforming Loans Limits for 2022
- Retirement Plans with ChatGPT
- Eight Tax Optimizations for 2021
- Do not forget to contribute to IRA 2021
- 2021 limits on IRA, 401k, HSA
- End-of-the-Year Tax Strategies (2020)
- Crypto ETFs
- Trading Efficiency Youtube Videos
- Financial Movies
The source
- Group: Sensible Investing
- Group: Investing for Everyone
- Page: Sensible Investing
- The group post: Post index
- This document