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Search Results for: retirement plan b

Retirement Plan B Tips: Dozen Ideas for a Better Plan B

May 26, 2017 By Stephen Nelson CPA

Picture of chalkboard for plan a and plan b

Over the last week, this blog has provided several posts related to this idea that you need a retirement plan “B” to deal with the very real … [Read more...] about Retirement Plan B Tips: Dozen Ideas for a Better Plan B

Filed Under: investment, personal finance, retirement

Monte Carlo Retirement Plan B Calculations

May 25, 2017 By Stephen Nelson CPA

Picture of roulette wheel for blog post about monte carlo simulations and retirement plans

Over the last few days, the Evergreen Small Business blog has described why and how you need to develop a "plan b" for your retirement. On  Monday, … [Read more...] about Monte Carlo Retirement Plan B Calculations

Filed Under: investment, personal finance, retirement

cFIREsim Retirement Plan B Calculations

May 24, 2017 By Stephen Nelson CPA

Picture of Line Graph Representing Growth Close-up

This week at the Evergreen Small Business blog we’re talking about the issue of a “retirement plan b.” The week started, for example, with a post … [Read more...] about cFIREsim Retirement Plan B Calculations

Filed Under: investment, personal finance, retirement

FIRECalc Retirement Plan B Calculations

May 23, 2017 By Stephen Nelson CPA

Picture of Businessman pointing to a growth chart showing business success

Yesterday’s blog post talked about why you and I both need to have a retirement plan b. To recap, that suggestion flows from a simple reality—that … [Read more...] about FIRECalc Retirement Plan B Calculations

Filed Under: investment, personal finance, retirement, Uncategorized

Retirement Plan B: Why You Need One

May 22, 2017 By Stephen Nelson CPA

Picture for retirement plan b post

Can I suggest you need a retirement plan b? No, I know. You’ve probably already got a “plan a” for retirement. You wouldn’t be reading a blog post … [Read more...] about Retirement Plan B: Why You Need One

Filed Under: investment, personal finance, retirement

The 50-something Entrepreneur’s Last-minute Retirement Plan

April 1, 2019 By Stephen Nelson CPA

Picture of a worried businessman at the office

Recently, a friend (not a client) asked about getting started with a retirement plan. The awkward part of the question? Though successful in his … [Read more...] about The 50-something Entrepreneur’s Last-minute Retirement Plan

Filed Under: personal finance, retirement

Sec. 199A Changes Retirement Planning

May 21, 2018 By Stephen Nelson CPA

Sec. 199A changes retirement planning for small business owners

Okay, a weird thing about the pass-thru "Section 199A deduction” created by the new tax law. Section 199A changes retirement planning for some small … [Read more...] about Sec. 199A Changes Retirement Planning

Filed Under: individual income taxes, retirement

Download Your Free Copy of the Thirteen Word Retirement Plan

Picture of Thirteen Word Retirement Plan book

The Thirteen Word Retirement Plan, which is a free monograph Steve wrote, provides a simple roadmap for joining the top ten percent of … [Read more...] about Download Your Free Copy of the Thirteen Word Retirement Plan

Absurdly Good Retirements: What Small Business Owners Can Learn from Public Employee Plans

November 14, 2013 By Stephen Nelson CPA

Picture of golf carts on course in desert.

I spent a recent weekend golfing in Palm Springs with my brothers. We live in different parts of the country so the weekend is less about the bad … [Read more...] about Absurdly Good Retirements: What Small Business Owners Can Learn from Public Employee Plans

Filed Under: management, personal finance

Rethinking Retirement for Lower Real Rates of Return

November 1, 2022 By Stephen Nelson CPA

long-term trends in long-maturity interest rates

The recent research paper, “Long-run Trends in Long-maturity Real Rates 1311-2021,” from economists Kenneth S. Rogoff, Barbara Rossi and Paul … [Read more...] about Rethinking Retirement for Lower Real Rates of Return

Filed Under: investment, personal finance, retirement

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Featured Posts

Washington state estate tax pushes wealthy residents to consider estate planning options.

Planning for the 35% Washington State Estate Tax

Washington state levies an estate tax of up to 35% on estates of decedents dying on or after July 1 2025. That new rate is by far the highest estate … [Read More...] about Planning for the 35% Washington State Estate Tax

the new Washington state professional services sales tax starts October 1, 2025.

Washington State Professional Services Sales Tax

Starting October 1, 2025, Washington State levies a sales tax on many, maybe most, business professional services. Thus, if you’re a business … [Read More...] about Washington State Professional Services Sales Tax

Washington state qualified family-owned business interest deduction

Washington’s Qualified Family-Owned Business Interest Estate Tax Deduction: Updated for 2025

Washington state taxes the estates of high-net-worth residents and high-net-worth nonresidents who own property in the state. The tax rates start at … [Read More...] about Washington’s Qualified Family-Owned Business Interest Estate Tax Deduction: Updated for 2025

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