19 Top IRA Mistakes as of 2019
The US Individual Retirement Arrangement / account (IRA) is one of the world’s simplest, cheapest, most flexible, world-class tax shelters in which […]
Tag: IRA
Roth IRA Conversion Calculator
Especially around year end, I often hear the question “Should I do a Roth IRA conversion? What are the long-term benefits of […]
Why now is the time to invest over 50% of your IRA in foreign stocks and US bonds
After several years of rising US stock prices, I am often asked when the next crash, or at least next big correction, […]
Yes, you can own real estate in an IRA, but should you?
How to buy real estate in an IRA It is actually relatively easy to buy real estate in an IRA. The main […]
How to save $1,000,000 in an IRA by age 59 1/2 on a few hundred per month
One of the biggest complaints I hear about US Individual Retirement Accounts (IRAs) is that the maximum contribution limits are too low […]
US IRA Deadlines for 2018
Spring is here, Easter is this weekend, and April starts next week, which for Americans may all serve as reminders of the […]
IRA Contribution Limits 2018 – SEP raised to $55,000
IRA contribution limits have remained mostly the same from 2017 to 2018, with traditional and Roth IRA contributions limited to US$5,500/year for […]
Investing Retirement Accounts: What rate of return vs level of risk to aim for?
When investing retirement accounts, we are often told to invest aggressively (mostly in stocks) when saving as young employees, and then rotate […]
Roth conversions as an expat: if, when and how much?
Considering Roth conversions as an expat is similar to considering if, when, and how much to do one when living in the […]
How to do a 401k rollover to an IRA as an expat
After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do […]