Fri.Apr 15, 2022

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How to Get What You Want

The Irrelevant Investor

Nick Maggiulli is an inspiration. Five years ago he was working as a data analytics something or the other. Today, he's a published financial author. He saw what he wanted, he went after it, and he got it. Nick came to one of our conferences in 2017 from Boston, on his own dime. I was sick and had to leave early, but Nick grabbed me on my way out and said, "Hey, I came here to see you guys.

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I No Longer Qualify for a Roth IRA — Now What?

Gen Y Planning

You’ve heard the advice when it comes to saving for retirement: contribute enough to your employer-sponsored retirement plan to get the company match, and then contribute up to the max to a Roth IRA ($6,000 in 2022). But Roth IRAs have income limits: For 2022, single tax filers who make $144,000 or more are ineligible to contribute, and they can only contribute a reduced amount if they make between $129,000 and $144,000.