Personal Finance Articles from Indexopedia

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What are Backdoor Roth IRAs?

A Roth IRA is a tax-advantaged savings tool that enables people to save and invest after-tax dollars in a retirement account. They can be attractive because savers enjoy tax-free withdrawals during retirement. However, unlike traditional IRAs, Roth IRAs have income limits. All hope isn’t lost for high earners who want to use this retirement savings vehicle thanks to backdoor Roth...
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What happens when an annuity company fails?

 Personal Finance,
January 8, 2025
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How to Create a Budget

 Budgeting,
 Personal Finance,
December 10, 2024
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How Portfolio Overlap Could Be Putting Your Investments at Risk!

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
December 10, 2024
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The Dangers of Negative Compounding

 Behavior,
 Financial Planning,
 Investment Principles,
 Personal Finance,
December 10, 2024
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What are the 10 most common investor mistakes?

 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
 Top Personal Finance FAQs,
November 19, 2024
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How Can I Teach my Kids How to Save and Invest Wisely?

 Personal Finance,
 Top Personal Finance FAQs,
November 7, 2024
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The Impact of Taxes on Your Investment Portfolio: What Every Investor Needs to Know

 Personal Finance,
 Tax,
October 16, 2024
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What should I do if I am worried about the market?

 Behavior,
 Investment Principles,
 Personal Finance,
 Top Personal Finance FAQs,
October 1, 2024
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Common Investment Mistakes Affluent Investors Should Avoid

 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
October 1, 2024
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What Does Your Portfolio and an Onion Have in Common?

 Financial Planning,
 Personal Finance,
October 1, 2024
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Donate From Your IRA to Reduce Taxes

 Index Investing,
 Personal Finance,
 Tax,
September 19, 2024
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How Much Money Do You Need To Make Before Contributing to A 401(k)

 Personal Finance,
 Top Personal Finance FAQs,
September 19, 2024
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Comparing the Tax Efficiency of Mutual Funds, ETFs, and Institutional Money Managers. Which should you choose?

 Index Investing,
 Indexing for the Affluent,
 Personal Finance,
 Top Personal Finance FAQs,
September 17, 2024
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RMD Timing Secrets: When to Withdraw for Maximum Gains

 Behavior,
 Investment Principles,
 Personal Finance,
 Tax,
September 17, 2024
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Why is Income Important in Retirement?

 Fixed Income,
 Personal Finance,
 Top Personal Finance FAQs,
 Why to Buy & Where,
August 14, 2024
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The Surprising Truth About Owning a Second Home – Is It Worth It?

 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
 Top Personal Finance FAQs,
August 14, 2024
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Is AI Sabotaging Your Wealth? The Risks Every Investor Needs to Know

 Personal Finance,
 Top Personal Finance FAQs,
August 12, 2024
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What Happens to Unused 529 Funds?

 Personal Finance,
 Tax,
August 12, 2024
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Costs and Benefits of rolling a 529 Plan to a Roth IRA

 Financial Planning,
 Personal Finance,
 Tax,
August 6, 2024
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When should I start taking Social Security?

 Financial Planning,
 Personal Finance,
 Top Personal Finance FAQs,
July 24, 2024
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The 4% Rule and Why Going Lower is Ideal

 Financial Planning,
 Personal Finance,
July 11, 2024
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Tax-Efficient Investing Strategies

 Personal Finance,
 Tax,
July 11, 2024
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Retirement Planning for High Earners: The Benefits of Cash Balance Plans

 Personal Finance,
July 11, 2024
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What happens when annuity companies fail

 Personal Finance,
 Top Personal Finance FAQs,
July 10, 2024
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What Are the Principles of F.I.R.E (Financial Independence Retire Early)?

 Financial Planning,
 Index Investing,
 Personal Finance,
June 25, 2024
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Roth Conversion Ladders

 Index Investing,
 Personal Finance,
 Tax,
June 25, 2024
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How do I build an Investment Portfolio?

 Investment Principles,
 Personal Finance,
 Portfolio Considerations,
 Top Personal Finance FAQs,
June 24, 2024
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Beginner Investment Mistakes to Avoid

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
June 24, 2024
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Mega Backdoor Roth

 Personal Finance,
 Tax,
June 20, 2024
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How To Build Generational Wealth

 Estate & Legacy Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
June 20, 2024
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What Are Robo-Advisors?

 Personal Finance,
May 14, 2024
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What Are Restricted Stock Units?

 Financial Planning,
 Index Investing,
 Personal Finance,
May 14, 2024
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Inherited IRAs

 Index Investing,
 Personal Finance,
 Tax,
May 14, 2024
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How Employee Equity Works

 Financial Planning,
 Index Investing,
 Personal Finance,
May 14, 2024
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Target Date Funds

 Index Investing,
 Index Sectors,
 Personal Finance,
May 14, 2024
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How to Start Saving for Retirement

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
May 14, 2024
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Beginning Steps to Retirement Planning

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
May 14, 2024
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What is an After Tax 401(k)

 Personal Finance,
 Tax,
 Top Investment Principles FAQs,
May 14, 2024
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In-Kind Distribution

 Financial Planning,
 Personal Finance,
March 28, 2024
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Estate Planning

 Estate & Legacy Planning,
 Personal Finance,
March 28, 2024
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What is a Special Needs Trust?

 Estate & Legacy Planning,
 Personal Finance,
January 30, 2024
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What is a Cash-Out Refinance?

 Financial Planning,
 Personal Finance,
January 30, 2024
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What is Coinsurance?

 Financial Planning,
 Personal Finance,
January 30, 2024
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What is Medicare?

 Financial Planning,
 Personal Finance,
January 24, 2024
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How do Student Loans Work?

 Financial Planning,
 Personal Finance,
January 18, 2024
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What are Partnerships?

 Personal Finance,
 Tax,
January 11, 2024
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What is the 4% Rule?

 Behavior,
 Investment Principles,
 Personal Finance,
 Top Personal Finance FAQs,
January 11, 2024
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What is an IRA?

 Personal Finance,
 Tax,
January 10, 2024
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What is Estate Tax?

 Personal Finance,
 Tax,
January 10, 2024
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What is the difference between Effective and Marginal Tax Rates?

 Index Investing,
 Indexing for the Affluent,
 Personal Finance,
 Tax,
January 9, 2024
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What is Disability Insurance?

 Financial Planning,
 Personal Finance,
January 9, 2024
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What is Default Risk?

 Financial Planning,
 Fixed Income,
 How Bonds Work,
 Markets,
January 9, 2024
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What is Tax-Loss Harvesting?

 Budgeting,
 Personal Finance,
 Tax,
 Top Personal Finance FAQs,
November 3, 2023
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Monte Carlo

 Economics,
 Financial Planning,
 Investment Principles,
 Personal Finance,
November 3, 2023
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What are SIMPLE IRAs?

 Personal Finance,
 Tax,
November 3, 2023
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What is a SEP?

 Personal Finance,
 Tax,
November 3, 2023
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Rule of 72

 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
November 3, 2023
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What is a Roth IRA?

 Personal Finance,
 Tax,
November 3, 2023
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What are Rollovers?

 Personal Finance,
 Tax,
November 3, 2023
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Required Minimum Distribution

 Personal Finance,
 Tax,
November 3, 2023
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Mortgages

 Budgeting,
 Personal Finance,
November 3, 2023
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HSA

 Financial Planning,
 Personal Finance,
November 3, 2023
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Gifting Appreciated Shares

 Personal Finance,
 Tax,
November 3, 2023
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What is Dollar Cost Averaging?

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
November 3, 2023
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Cost Basis

 Personal Finance,
 Tax,
November 2, 2023
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What is a Cash Balance Plan?

 Personal Finance,
 Tax,
November 2, 2023
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Capital Gains

 Personal Finance,
 Tax,
November 2, 2023
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Buy/Sell Agreements

 Estate & Legacy Planning,
 Personal Finance,
November 2, 2023
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What is Bad Debt and Good Debt?

 Budgeting,
 Personal Finance,
November 2, 2023
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Assumable Loans

 Financial Planning,
 Personal Finance,
November 2, 2023
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Annuities

 Financial Planning,
 Personal Finance,
November 2, 2023
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AGI

 Personal Finance,
 Tax,
November 1, 2023
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AD&D vs. Life Insurance

 Financial Planning,
 Personal Finance,
October 24, 2023
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What is a 457(b)?

 Personal Finance,
 Tax,
October 24, 2023
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What is a 403(b)?

 Personal Finance,
 Tax,
October 23, 2023
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What does Age have to do with Asset Allocation?

 Investment Principles,
 Personal Finance,
 Top Personal Finance FAQs,
October 23, 2023
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What is a 401(k)?

 Personal Finance,
 Tax,
October 23, 2023
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What are Advisor Fees?

 Index Investing,
 Personal Finance,
 Top Index FAQs,
 Top Personal Finance FAQs,
October 23, 2023