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Useful Articlesand Resources
The How and Why of Backdoor Roth Conversions
By Childfree Wealth | Jan 29, 2023
Before you get up to your elbows in this article, make sure you understand Traditional Vs. Roth accounts with this course. Backdoor Roth Conversions are a creative way of getting around income limits for contributing to a Roth IRA if you can meet the requirements for it to work. Roth IRAs have income limits for those […]
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Should I Rollover my 401K?
By Childfree Wealth | Jan 24, 2023
I remember what I thought was a very clever, tongue-in-cheek statement on the wall of a restaurant. This seafood restaurant, in mural-sized font, had “Free Crab Legs Tomorrow” painted in the style of a fresco. I find that same statement to ring true for people who have just left a job and now have some […]
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Incentive Stock Options: The Basics
By Childfree Wealth | Sep 26, 2022
More and more employers are attracting top talent by offering various forms of equity compensation. Incentive Stock Options (ISOs) are a popular choice usually offered by pre-IPO companies and are among the more complex ways to own stock. ISOs have huge potential benefits but, due to their complexity, also require a strategy to realize the […]
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