Category: Financial Literacy

The Ultimate Guide to SAVE Student Loan Repayment Program – Take Control of Your Debt!

Uncover effective strategies to tackle your student debt through the SAVE student loan repayment plan. Learn about loan qualifications, repayment calculation, and financial tactics to regain control of your debt.

5 Roth Moves: 2 Warnings & 1 Opportunity

Split your mixed retirement plan to traditional and Roth = OK.
Do a backdoor Roth conversion with no other IRAs = OK.
Do a backdoor Roth conversion when you have other IRAs = Warning!
Do a backdoor Roth conversion when you have a SIMPLE or SEP = Warning!
Move money to your 401(k) and the rest to a Roth = potential opportunity!

Backdoor Roth Financial Planning Retirement Planning Rollovers Roth conversion Roth IRA Tax Planning

Greg

Greg is a Navy veteran turned financial advisor and finance adjunct. As the founding member of Ahead Full Wealth, he prioritizes serving the military community and educators, as well as enhancing the financial planning profession. Greg has expertise in taxation and business planning, and he’s looking to continue growing in financial life planning.

Category: Financial Literacy

The Ultimate Guide to SAVE Student Loan Repayment Program – Take Control of Your Debt!

5 Roth Moves: 2 Warnings & 1 Opportunity

Greg

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