Rick Ferri: The Education of an Index Investor
Rick’s ideas on the Education of an Index Investor.
Category Archives: Investments
Continue reading
When to Stop Reinvesting Dividends?
Stop Reinvesting Dividends When You Retire Some people think you should always reinvest dividends. Others think perhaps there are times when you should stop reinvesting dividends when you retire. When should you stop reinvesting dividends before you retire? What is […]
Fight, Flight, Freeze, Fawn
Investing and Acute Stress Response When I went to med school, fight or flight were the two options for an acute stress response. Well, I guess humans have evolved since then (or at least our understanding of them has), […]
10-Year Rule and Retirement Accounts
The 10-Year Rule Increases Taxes What is the 10-year rule, and why is it important? After 2020, most non-spousal beneficiaries pay attention. The 10-year rule will cost you more in taxes passing on your pre-tax retirement accounts. Do […]
Mega Backdoor Roth
A Step-by-Step Guide to the Mega Backdoor Roth The Mega Backdoor Roth is an excellent way for high-income earners to tuck away a ton of Roth money for retirement. There are a couple of things you need: High Income a […]
401a? 403b? 457b? Physician Retirement Plans
401a, 403b, and 457b Plans Physicians are high-income professionals who optimally defer income into retirement plans during peak earning years. If you have access to a 401a vs 403b vs 457b then you either work for the government or a […]