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Authors:

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Recent Posts:

• 10 Years with a One-Fund Portfolio
• Investing Blog Roundup: Tax Provisions in the Build Back Better Act
• What’s the Most Tax-Efficient Way to Give? (Donating Appreciated Securities, Qualified Charitable Distributions)
• 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
• Investing Blog Roundup: Pay Attention to Marginal Tax Rates and Not Tax Brackets
• 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