Retirement
All Articles
Common Social Security questions I hear all the time (and how to think through them)
From “Is Social Security a Ponzi scheme?” to “Did I ruin my benefits by filing early?”, this article walks through real-world Social Security questions and expl…
How turning 40 is changing my investment strategy
As I head into my 40s, my money focus is shifting from pure growth to building flexible, reliable income. In this article I walk through how I got here, the sys…
How people are using 529 plans as a sneaky Roth IRA backdoor
A new rule lets you move some leftover 529 college savings into a Roth IRA. Here’s how the strategy works, who it might help, and the fine print to watch out fo…
