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02 Aug '23Book Review: Your Money or Your Life
Continue reading“Your Money or Your Life” by Vicki Robin and Joe Dominguez This classic book (Your Money or Your Life) offers a nine-step program to transform your relationship with money and achieve financial independence. It emphasizes aligning your spending with your values and making conscious choices to increase savings and reduce expenses. Get on Bookshop.org “Your […]
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05 Jul '23Summer Reading List: Investing & Financial Independence Books
Continue readingBooks to read on Financial Independence and Investing for your summer reading list. Financial Independence (and Early Retirement) Books Any list of books about the Financial Independence, Retire Early (FIRE) movement should start with the original by Joe Dominguez. A must read for anyone interested in changing their view on work and money. Click […]
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21 Jun '23Taking Advantage of New 529 to Roth IRA Rule
Continue readingFunds in a 529 college savings plan can be transferred, or rolled over, into a Roth IRA (a 529-to-Roth IRA transfer) starting next year. Key Points about 529-to-Roth IRA Transfers The 529-to-Roth IRA Transfer Rule Limitations on 529 to Roth IRA Conversions Understanding 529 College Savings Plans How Does the 529-to-Roth IRA Work? An Illustration […]
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17 May '23The Ultimate Guide: Converting US Savings Bonds to a 529 Plan
Continue readingParents can avoid taxes by rolling over savings bonds to a 529 plan. We will discuss how to convert United States savings bonds into a 529 plan, without paying Federal tax on the earnings. If you are a long-time Wealth45 reader, you know we have touted the high interest rates paid on Series I savings […]
