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Recent Posts:

• The Third Reason to Use a Conservative Spending Rate in Retirement
• Investing Blog Roundup: Investors Do Well with “All-in-One” Funds
• Asset Allocation and Asset Location for LTC-Dedicated Dollars
• Investing Blog Roundup: “Bogleheads Live”
• Bequest Allocation and Bequest Location
• Investing Blog Roundup: Schwab to Pay $187 Million for Misleading Robo-Advisor Clients
• Do You Invest Your Money as Prudently as You Would Invest Somebody Else’s?
• Investing Blog Roundup: Help Wanted
• Social Security Statement Discrepancies Regarding Delayed Retirement Credits
• Investing Blog Roundup: Revised Publishing Schedule
• Politics and Personal Financial Planning
• Investing Blog Roundup: Jack Bogle, Rabble-Rouser
• How to Invest with a Looming Recession
• Investing Blog Roundup: 2022 Bogleheads Conference Tickets Available
• How Do State Taxes Affect Retirement Planning?
• Investing Blog Roundup: Preparing Family for Their Inheritance
• The Three Biggest Social Security Misconceptions
• Investing Blog Roundup: Investing and Life Lessons from Taylor Larimore
• Do You Need a Financial Planner?
• Investing Blog Roundup and A Favor Request (Social Security Made Simple)
• Accounting for Illiquid/Intangible Assets on Your Household Balance Sheet
• Investing Blog Roundup: Active Share, Not a Great Bet
• 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?
• Investing Blog Roundup: Happy New Year
• 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
• 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