James Heppe-Smith
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529 to Roth IRA Rollover: Complete SECURE 2.0 Guide for 2025
Read more: 529 to Roth IRA Rollover: Complete SECURE 2.0 Guide for 2025Master the 529 to Roth IRA rollover strategy under SECURE 2.0. Covers the 15-year rule, $35,000 limit, state tax implications, and step-by-step execution.
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FIRE Movement: The Complete 2025 Guide to Financial Independence and Early Retirement
Read more: FIRE Movement: The Complete 2025 Guide to Financial Independence and Early RetirementMaster the FIRE movement in 2025. Calculate your FI number, compare FIRE variants, plan healthcare coverage, and build your path to financial independence.
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Tax-Loss Harvesting Strategy Guide (2025): Complete US & UK Implementation for DIY Investors
Read more: Tax-Loss Harvesting Strategy Guide (2025): Complete US & UK Implementation for DIY InvestorsMaster tax-loss harvesting strategies for both US and UK markets. Complete guide to wash-sale rules, ETF pairs, and automated vs manual approaches.
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Property Investment for Beginners: Your Complete Getting Started Guide for 2025
Read more: Property Investment for Beginners: Your Complete Getting Started Guide for 2025Getting started in property investment feels overwhelming when you’re staring at a 6-figure purchase. This comprehensive guide walks you through the exact steps beginners need—from choosing your first strategy with limited capital to running the numbers that determine whether a property makes financial sense. Learn house hacking, traditional rentals, and which approach fits your income…
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The Complete 401(k) Optimization Playbook for 2025
Read more: The Complete 401(k) Optimization Playbook for 2025Master every aspect of 401(k) optimization for 2025 with contribution limits up to $34,750 for ages 60-63, mega backdoor Roth strategies allowing $70,000 annual contributions, Traditional vs Roth decision frameworks, expense ratio analysis, and SECURE 2.0 provisions. This comprehensive guide includes investment selection strategies, poor-plan recognition, rollover decisions, and asset location optimization to add hundreds…
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Backdoor Roth IRA: Step-by-Step Guide (2025)
Read more: Backdoor Roth IRA: Step-by-Step Guide (2025)Earn too much for a Roth IRA? The backdoor Roth strategy lets high earners contribute $7,000-$8,000 annually despite income limits. This complete guide walks you through every step for Fidelity, Vanguard, and Schwab, explains the pro-rata rule with real calculations, and shows you exactly how to file Form 8606.
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Solo 401(k) Complete Guide for Self-Employed Workers (2025)
Read more: Solo 401(k) Complete Guide for Self-Employed Workers (2025)Self-employed workers can contribute up to $70,000 ($73,500 if 50+) to a Solo 401(k) in 2025, far exceeding SEP IRA and SIMPLE IRA limits. This comprehensive guide covers eligibility, provider comparison, setup process, contribution strategies, and advanced tactics including mega backdoor Roth options within Solo 401(k) plans.
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Mega Backdoor Roth: Complete Implementation Guide (2025)
Read more: Mega Backdoor Roth: Complete Implementation Guide (2025)High earners can contribute an additional $46,500 to Roth accounts in 2025 through the mega backdoor Roth strategy. This comprehensive implementation guide provides step-by-step instructions, employer plan compatibility checks, provider-specific walkthroughs, and troubleshooting for every common mistake.
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HSA Investment Strategy: How to Use the Triple Tax Advantage for Retirement
Read more: HSA Investment Strategy: How to Use the Triple Tax Advantage for RetirementOnly 13% of HSA owners invest their funds, missing out on substantial tax-free growth potential. A 30-year-old investing $4,150 annually could accumulate over $400,000 tax-free by retirement. This comprehensive guide shows you exactly how to implement the triple tax advantage strategy, compare top HSA providers, decide between cash and investments, and maximize your HSA as…
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Best Way to Invest £50,000 in Property: Complete 2025 UK Guide
Read more: Best Way to Invest £50,000 in Property: Complete 2025 UK GuideYour £50,000 can launch a serious property investment career in 2025. From traditional buy-to-let to HMO conversions, holiday lets to commercial property, discover seven proven strategies with realistic returns, hidden costs, and step-by-step implementation. This comprehensive UK guide includes an interactive ROI calculator, regional hotspot analysis, tax planning essentials, and 10 costly mistakes to avoid.…
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Latest news
- 529 to Roth IRA Rollover: Complete SECURE 2.0 Guide for 2025
- FIRE Movement: The Complete 2025 Guide to Financial Independence and Early Retirement
- Tax-Loss Harvesting Strategy Guide (2025): Complete US & UK Implementation for DIY Investors
- Property Investment for Beginners: Your Complete Getting Started Guide for 2025
- The Complete 401(k) Optimization Playbook for 2025
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