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Recent Posts:

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• Investing Blog Roundup and A Favor Request (Social Security Made Simple)
• Accounting for Illiquid/Intangible Assets on Your Household Balance Sheet
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• What’s the Point of a Donor-Advised Fund?
• Investing Blog Roundup: The One-Rollover-Per-Year Rule
• Which Spouse’s IRA Should We Spend From (or Convert)?
• Investing Blog Roundup: Social Security Survivor Benefits Expanded for Same-Sex Couples
• Qualified Charitable Distributions from an IRA with Basis
• Investing Blog Roundup: The Impact of Impact Investing
• Social Security Made Simple: 2022 Edition
• Investing Blog Roundup: How Do Household Finances Change After Children Leave?
• Professional Financial Advice: How Much Should You Pay?
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• Tax Returns Necessary After Somebody’s Death
• Investing Blog Roundup: Advice-Only Financial Planning
• 10 Years with a One-Fund Portfolio
• Investing Blog Roundup: Tax Provisions in the Build Back Better Act
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• 2022 Tax Brackets, Standard Deduction, and Other Changes
• Medicare IRMAA Appeal (a.k.a. Request for Reconsideration)
• Investing Blog Roundup: Are Digital “Nudges” Investment Recommendations?
• Roth Conversion Analysis: Not Breakeven Analysis
• Investing Blog Roundup, Book Recommendation: Retirement Planning Guidebook by Wade Pfau
• Which Dollars to Spend First Every Year in Retirement
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• Financial Advisor Licenses and Designations
• Investing Blog Roundup: Interviewing the Vanguard Total Stock Fund Manager
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• Roth Conversion Rules FAQ
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• 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
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• 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
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• 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