student loan forgiven
Dec 06 2020
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My 401(k) Added After-Tax Contributions & Roth In-Plan Conversions

By Lucas Casarez, CFP®

Did your employer recently announce a couple of new features? Being able to make after-tax contributions and initiate Roth in-plan conversions is a game changer! I love when these features are added to my clients’ 401(k) plans because it allows us to supercharge their retirement savings while implementing advanced tax-planning strategies that can save multiple thousands of dollars in taxes. These work best when you use them together to implement what is called a “Mega…

what to do with your old retirement account
May 26 2020
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What to Do With Your Old 401(k) Strategy Guide

By Lucas Casarez, CFP®

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…

May 12 2020
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A Podcast for Every Programmer w/ Charles Max Wood

By Lucas Casarez, CFP®

July 10, 2019 Lucas Casarez CFP®/ Charles Max Wood Today’s guest, Charles Max Wood, discusses his career path from initially thinking programming was dumb to realizing how programming can make life easier, to his aggressive goal of providing a podcast for every programming community. Layoffs Employee Vs. Freelancing Podcasts Emergency Savings Team Work Business Freelancer List of Impactful Books Business Coaches  Importance of Processes Do What You Love Charles’ Infohttps://www.linkedin.com/in/charlesmaxwood/https://devchat.tvhttp://podwrench.com Resources Mentioned Profit First Let Your…