Post Index

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

• Types of Diversification
• The Landscape of Online Stockbrokers
• Technology Stocks and 15 Years of Lost Growth
• Statically-Allocated Aggressive Funds

401K, IRA, Roth, HSA, Roth Conversion, Backdoor

• Detailed 401k Checklist
• Traditional vs Roth IRA if tax rates do not change
• IRA vs 401k vs HSA
• Is 401k a Scam?
• Why Roth IRA Conversions May Now Be Advantageous, by Vladimir Kouznetsov
• End of the Year Tax Strategies
• Myths of Roth/IRA
• Employer-sponsored retirement plans

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 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

• Roth vs IUL, Part 1: Intro
• Roth vs IUL, Part 2: Contributions
• Roth vs IUL, Part 3: Withdrawals

Financial Advisors, Licenses, Fiduciary duty

• Conflicts of Interests in the Financial Industry

The source

• Group: Sensible Investing
• Group: Investing for Everyone
• Page: Sensible Investing
• The group post: Post index
• This document