RESOURCES

How Do Taxes Work for Childfree People?

By Jay Zigmont | Apr 30, 2023

Taxes are often a hot topic for the Childfree community. Why is this? It’s common to hear about parents who seem to barely pay taxes at all, by virtue of having children and qualifying for child tax credits, while many Childfree people are already claiming zero on their W-4 form and still owing taxes every […]

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Should I Set Up a Roth IRA?

By Childfree Wealth® team | Feb 1, 2023

A Roth IRA is a type of investment account that you don’t ever pay taxes on once you’ve put money into it. As with anything, there are exceptions to the rule, but the Roth IRA can be an extremely powerful tool when it comes to your finances. You might be thinking that if it is such a […]

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The How and Why of Backdoor Roth Conversions

By Childfree Wealth® team | 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® team | 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® team | 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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