The term “sequence of returns risk” refers to the risk that your retirement nest egg may not last if you get a bad patch of returns at the start of … [Read more...] about Working Longer Avoids Sequence of Returns Risk
personal finance
Lottery Tax Planning for a Billion Dollar Drawing
Okay. This is silly. You’re probably not going to win. But just for fun, let’s talk about lottery tax planning for one of those giant Power Ball or … [Read more...] about Lottery Tax Planning for a Billion Dollar Drawing
Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?
Recently I found myself talking with friends about a crazy idea. The idea that entrepreneurs should retire late. Or maybe even just not retire. So … [Read more...] about Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?
Rethinking Retirement for Lower Real Rates of Return
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
Ten Best Roth Alternatives
All the talk about tax law changes, including changes to the Roth rules and then the prospect of higher tax rates for some, seems to be jacking … [Read more...] about Ten Best Roth Alternatives
Tax Strategy Tuesday: Real Estate Professional Tax Strategy
A few weeks ago, I talked about one way to get big real estate tax deductions onto a tax return, the vacation rental tax strategy. This week, I … [Read more...] about Tax Strategy Tuesday: Real Estate Professional Tax Strategy
Tax Strategy Tuesday: Accelerate Depreciation Strategy
For today’s Tax Strategy Tuesday, I’ll be sharing a trick landlords and small business owners with real estate and capital equipment (like vehicles … [Read more...] about Tax Strategy Tuesday: Accelerate Depreciation Strategy
Tax Strategy Tuesday: Vacation Rental Property
On Tuesdays, for at least the next few weeks, we will blog about tax strategies that high-income investors and business owners may be able to use to … [Read more...] about Tax Strategy Tuesday: Vacation Rental Property
That Nearly Secret IRS Personal Wealth Study
Last spring, some fascinating, nearly secret IRS personal wealth information slipped out into public view. And, just so there’s not confusion, I am … [Read more...] about That Nearly Secret IRS Personal Wealth Study
Biden Estate Tax Hikes
The big news in the tax world lately has been the President Biden and the Biden administration’s tax proposals found in the “General Explanations of … [Read more...] about Biden Estate Tax Hikes