benrosenthalft (36)in #freedom • 6 years agoYour Cheat Sheet of Important Ages for Retirement PlanningWhen I worked as a U.S. financial advisor, I had to familiarize myself with a number of age-related rules, such as…benrosenthalft (36)in #freedom • 6 years agoSome Things to Be Aware of When Choosing a Fee-Based Financial AdvisorYou’ve probably heard that when it comes to working with a financial advisor, you should choose a fee-based advisor…benrosenthalft (36)in #freedom • 6 years agoA Special Window of Opportunity for Roth IRAsHappy New Year! If you’re familiar with my work, you know I’m a fan of Roth IRAs. Where else can you invest with…benrosenthalft (36)in #freedom • 6 years agoHow to (Legally) Exceed your Roth IRA Contribution LimitsI’ve written before that the easiest way to set yourself up with tax-free income (and the way that offers you the most…benrosenthalft (36)in #freedom • 6 years agoAn Economical Way to Create an Instant LegacyToday, I’m going to talk about a financial product that, like annuities, is highly controversial: cash value life…benrosenthalft (36)in #freedom • 6 years agoThe Big One!Ever since spring of 2009, when the stock market started to recover from its biggest meltdown that most of us alive…benrosenthalft (36)in #inspiration • 6 years agoThe Difference Between "Your Dreams" and "Your Purpose in Life"I've always been a big fan of "following your dreams", but I've come to shift that to "finding and living your purpose…benrosenthalft (36)in #freedom • 6 years agoStrategies for Coping with RMDsThis post is for anyone who has a pretax account and is at the stage of life when you have to take RMDs (required…benrosenthalft (36)in #business • 6 years agoYou Don’t Have to Work for Someone Else to Get a 401(k) & Pension!A lot of “solopreneurs” (entrepreneurs with no employees) make the mistake of relying on their business as their sole…benrosenthalft (36)in #freedom • 6 years agoHow to Make an Informed Decision about Annuities(Photo by Jonathan Meyer from Pexels) In my last blog post , I talked about how annuities can provide value as a…benrosenthalft (36)in #freedom • 6 years agoA way to guarantee you never run out of money(Photo by icon0.com from Pexels) Imagine if you had your own personal pension, guaranteed to send you a check every…benrosenthalft (36)in #freedom • 6 years agoShould I Contribute to the Retirement Plan at Work? (Part 5)Up to now, we’ve focused on why you might want to put some of your paycheck into your 401(k) or other workplace…benrosenthalft (36)in #freedom • 6 years agoShould I Contribute to the Retirement Plan at Work? (Part 4)Continuing from Part 3 , here are a seventh and eighth scenario in which it might make sense to contribute to a…benrosenthalft (36)in #money • 6 years agoShould I Contribute to the Retirement Plan at Work? (Part 3)Continuing from Part 2 , here are a fifth and sixth scenario in which it might make sense to contribute to a…benrosenthalft (36)in #money • 6 years agoShould I Contribute to the Retirement Plan at Work? (Part 2)Continuing from Part 1 , here are a third and fourth scenario in which it might make sense to contribute to a…benrosenthalft (36)in #money • 6 years agoShould I Contribute to the Retirement Plan at Work? (Part 1)In a recent post , I talked about how relying too heavily on your 401(k) as a retirement vehicle can lead to…benrosenthalft (36)in #money • 6 years agoThe Easiest Tax-Free Account to OpenIn my last post, I talked a little about tax-free accounts and how my wife and I are making use of them. So I thought…benrosenthalft (36)in #money • 6 years agoEnjoy a Satisfying Tax Life! (Part 2)In Part 1, we went over the hidden trap of making a pretax account like a 401(k) your primary retirement vehicle.…benrosenthalft (36)in #money • 6 years agoEnjoy a Satisfying Tax Life! (Part 1)Let’s face it: we all have a tax life. And most of us would like to make our tax life more satisfying (or at least…benrosenthalft resteemedpracticalthought (65)in #community • 6 years agoMoving to hiveFuck you Justin, we're moving to Hive.