October 12, 2022

Max 401k, or put towards paying off house?

Hello you sexy mothertruckers! DW and I bought a house at the end of 2020, and moved from CA to TN where we’re no longer paying state income tax (I’m not, at least). This gives me an extra $500ish take home per pay period since I’m not paying CA state income tax. We can round…

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Anyone Execute a mega backdoor roth in solo 401k ?

Got a reminder email from Justin at DiscountSolo401k that if the 401k assets were worth $250,000 (or more) on Dec. 31st of 2018 then you need to file Form 5500-EZ by July 31st. Here’s the email: “We’re writing to inform you of a 401k compliance deadline on July 31st, 2019. IRS Form 5500-EZ is due…

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