Oblivious Investor Archives

Pages:

• 401k Rollover Guide
• About This Blog
• Annuitization Calculator
• Contact Me
• Don’t Bother Picking Stocks
• Exchange-Traded Funds
• Guest Post Policy
• Inflation Calculator
• Introductory Tax, Accounting, and Investing Books
• Investing Blog Roundup
• Investing in Index Funds and ETFs
• Investing Made Simple – Table of Contents
• Learn about Simple, Effective Investing
• Learn about Your 401(k) and IRA
• Oblivious Investor Archives
• Please Confirm Your Subscription
• Privacy Policy
• Roth IRA Distribution Tool
• Search Results
• Self-Employment Tax Calculator
• SEP IRA Contribution Limit Calculator
• Solo 401(k) Contribution Calculator
• Terms of Use

Categories:

• 401k and IRA
• Accounting
• Asset Allocation
• Beating the Market
• Bonds
• Book Reviews
• Buy & Hold
• Corporate Finance
• Cost Accounting
• estate planning
• ETFs
• Ignoring the Noise
• Index Funds
• Investing 101
• Investing Pitfalls
• Investor Psychology
• LLC vs. S-Corp
• Market Returns
• Microeconomics
• Miscellaneous
• Musings and Math
• Oblivious Investing
• Retirement Planning
• Risk and Volatility
• Roundup
• Service Reviews
• Social Security
• Sole Proprietorship
• Taxes
• The Power of Stocks
• Uncategorized
• Working with Advisors

Authors:

• Guest Contributor (16)
• Mike (1045)

Monthly:

• September 2021
• August 2021
• July 2021
• June 2021
• May 2021
• April 2021
• March 2021
• February 2021
• January 2021
• December 2020
• November 2020
• October 2020
• September 2020
• August 2020
• July 2020
• June 2020
• May 2020
• April 2020
• March 2020
• February 2020
• January 2020
• December 2019
• November 2019
• October 2019
• September 2019
• August 2019
• July 2019
• June 2019
• May 2019
• April 2019
• March 2019
• February 2019
• January 2019
• December 2018
• November 2018
• October 2018
• September 2018
• August 2018
• July 2018
• June 2018
• May 2018
• April 2018
• March 2018
• February 2018
• January 2018
• December 2017
• November 2017
• October 2017
• September 2017
• August 2017
• July 2017
• June 2017
• May 2017
• April 2017
• March 2017
• February 2017
• January 2017
• December 2016
• November 2016
• October 2016
• September 2016
• August 2016
• July 2016
• June 2016
• May 2016
• April 2016
• March 2016
• February 2016
• January 2016
• December 2015
• November 2015
• October 2015
• September 2015
• August 2015
• July 2015
• June 2015
• May 2015
• April 2015
• March 2015
• February 2015
• January 2015
• December 2014
• November 2014
• October 2014
• September 2014
• August 2014
• July 2014
• June 2014
• May 2014
• April 2014
• March 2014
• February 2014
• January 2014
• December 2013
• November 2013
• October 2013
• September 2013
• August 2013
• July 2013
• June 2013
• May 2013
• April 2013
• March 2013
• February 2013
• January 2013
• December 2012
• November 2012
• October 2012
• September 2012
• August 2012
• July 2012
• June 2012
• May 2012
• April 2012
• March 2012
• February 2012
• January 2012
• December 2011
• November 2011
• October 2011
• September 2011
• August 2011
• July 2011
• June 2011
• May 2011
• April 2011
• March 2011
• February 2011
• January 2011
• December 2010
• November 2010
• October 2010
• September 2010
• August 2010
• July 2010
• June 2010
• May 2010
• April 2010
• March 2010
• February 2010
• January 2010
• December 2009
• November 2009
• October 2009
• September 2009
• August 2009
• July 2009
• June 2009
• May 2009
• April 2009
• March 2009
• February 2009
• January 2009
• December 2008
• November 2008
• October 2008

Recent Posts:

• Financial Advisor Licenses and Designations
• Investing Blog Roundup: Interviewing the Vanguard Total Stock Fund Manager
• Social Security Planning Approaches: Insurance Approach vs. Maximizing Expected Outcome
• Investing Blog Roundup: Morningstar Fund Fee Study
• Roth Conversion Rules FAQ
• Investing Blog Roundup: Guaranteed Income as a “License to Spend”
• How Much Cash Should a Retirement Savings Portfolio Include?
• Investing Blog Roundup: Roth IRA Distribution Tool
• Prepay the Mortgage or Buy I-Bonds?
• Investing Blog Roundup: Which Bond Fund?
• Roth IRA Withdrawal Rules
• Investing Blog Roundup: Long-Term Care Needs
• Roth Conversion Planning: A Step-By-Step Approach
• Investing Blog Roundup: Index Funds’ Voting Power (And What to Do About It?)
• 2021 Editions: Taxes Made Simple, Sole Proprietor Taxes, LLC vs S-Corp vs C-Corp
• Investing Blog Roundup: Moving from Google/Feedburner to “Follow.It”
• Financial Planning for the Possibility of Cognitive Decline/Dementia
• Investing Blog Roundup: New Email Platform
• What’s the Point of a Trust?
• Investing Blog Roundup: Investors Pulling Money Out of DFA
• My Plan for Asset Allocation/Spending in Retirement
• Investing Blog Roundup: Morningstar Podcast Guest
• A Basic Financial Planning Checklist
• Investing Blog Roundup: Tracking Roth IRA Basis — Save Your Form 5498!
• Does a 401(k) Rollover Count as a Pension for the Social Security Windfall Elimination Provision (WEP)?
• Investing Blog Roundup: “Cookie Cutter Retirement Plan” Presentation
• Predicting Tax Legislation is Harder Than Timing the Market
• Investing Blog Roundup: Upcoming Bogleheads Event
• Marginal Tax Rate: Not (Necessarily) The Same As Your Tax Bracket
• Investing Blog Roundup: How Do Women Really Invest?
• When Does a Roth Conversion Make Sense?
• Investing Blog Roundup: Remembering Dirk Cotton
• Minimizing Taxes Isn’t the Goal of Tax Planning
• Bogleheads Speaker Series “Experts Panel” (Saturday 2/13)
• Investing Blog Roundup: It’s OK to Build Wealth Slowly
• Long-Term Tax Planning Requires Guessing. Focus on the Near-Term.
• Investing Blog Roundup: Beating TIPS Yields with I Bonds
• Spending More Than 4% Per Year Can Be Safe
• Investing Blog Roundup: What’s Next?
• Retirement Tax Planning Error: Not Planning for Widow(er)hood
• How are Partnerships Taxed?
• LLC Tax Advantages and Disadvantages
• How Are S-Corps Taxed?
• How to Form an S-Corporation
• Partnership: Unlimited Liability Concerns
• Legal Advantages to Forming a Corporation
• How to Calculate Self-Employment Tax
• Sole Proprietorship: Unlimited Liability
• How Do I Calculate My Income Tax Refund?
• SEP vs. SIMPLE vs. Solo 401(k)
• Income Tax 101: Tax Brackets and Withholding
• How to Calculate the Deduction for Pass-Through Business Income
• Tax-Loss Harvesting
• Tax Deduction and Credits for College Expenses
• The Difference Between Exemptions, Deductions, and Credits
• How Are Sole Proprietorships Taxed? | Sole Proprietor Taxes
• Capital Gains and Losses: Short-Term and Long-Term
• How to Calculate Estimated Taxes
• Investing Blog Roundup: Rich as I Say, Not as I Do
• Estimated Tax Payments and Roth Conversions
• Investing Blog Roundup: How America Invests
• Marginal Tax Rate or Effective Tax Rate?
• Investing Blog Roundup: How to Make Your 401(k) Pay as Much as a Pension
• New Book: Corporate Finance Made Simple
• Investing Blog Roundup: Portfolio Makeovers
• 2021 Tax Brackets, Standard Deduction, and Other Changes
• Investing Blog Roundup: Social Security — Becoming a Near-Term Problem
• What is a Rollover IRA? (Rollover IRA vs. Traditional IRA)
• Investing Blog Roundup: Expected and Unexpected Returns
• Will a Total Bond Fund Keep Up With Inflation?
• Investing Blog Roundup: Open Social Security Widow(er) Update
• 6 Fixed-Income Options for a Low-Yield Environment
• Investing Blog Roundup: The Annuity Puzzle (Again)
• When Are IRAs Aggregated?
• Can I Retire (2020 edition), Investing Blog Roundup
• Corporate Finance: Excel Examples
• How Do Social Security Inflation Adjustments Work?
• Investing Blog Roundup: Downsizing, How to Get Rid of Stuff
• How Does the Fed “Prop Up” the Stock Market? (Interest Rates and Stock Prices)
• Investing Blog Roundup: Why the Market Doesn’t Care that the Economy Stinks
• Social Security and Tax Planning
• 2020 Editions: Investing Made Simple, Sole Proprietor Taxes, LLC vs. S-Corp (Also a Roundup)
• Using a Roth IRA for a Home Down Payment
• Investing Blog Roundup: Open Social Security Can Now Save Inputs
• Using an All-in-One Fund During a Downturn
• Investing Blog Roundup: 2020 RMDs (You Can Put Them Back)
• Open Social Security: New Feature & Social Security Planning Takeaways
• Investing Blog Roundup: State and Local Taxes as a Retiree
• Implementing and Refining the “Spend Safely in Retirement Strategy”
• Investing Blog Roundup: the Three Sides of Risk
• Why is the Market Doing Well Lately?
• Investing Blog Roundup: the 8% Return Myth
• Beware of Tax Planning “Cliffs”
• Investing Blog Roundup: Another Look at Bucket Strategies
• Inherited HSA Rules
• Investing Blog Roundup: More Funds in 401(k) Leads to Better Outcomes
• Inherited IRA Rules (Updated for 2020 to Reflect SECURE Act and CARES Act)
• Investing Blog Roundup: Analyzing the CARES Act
• Social Security in a Down Market: Does it Make More Sense to File Early?
• Investing Blog Roundup: Staying Healthy