As a tax accountant, I am programmed to think about taxes. To worry about people paying too much in taxes. To obsess over tactics that allow clients … [Read more...] about Why You Don’t Need to Worry about Taxes in Retirement
personal finance
Real Estate vs IRA and 401(k) Accounts: Part II
Last week, I blogged about the tax reasons direct real estate investment may be a better, more tax-efficient choice than using options like an IRA or … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part II
Real Estate vs IRA and 401(k) Accounts: Part I
I’d like to broach an awkward subject with you. Specifically, I’m going to present the case for direct real estate investment as an alternative to … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part I
Walter White Wished He’d Had a PPO
People often think about holiday stuff at year-end. And this focus makes sense. As a society, we enjoy a ton of holidays falling in November, December … [Read more...] about Walter White Wished He’d Had a PPO
$10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
In an online forum recently, I saw someone suggest you can accumulate a $10,000,000 Individual Retirement Account or 401(k) account. This is … [Read more...] about $10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
What to Know About Buying Health Insurance in WA
Okay, so the New Year is right around the corner and that means, among other things, that now is the time to make health insurance decisions for the … [Read more...] about What to Know About Buying Health Insurance in WA
Small Business IRS Audits: Minimizing Damage and Distress
Small business IRS audits can turn into a really ugly experience for some business owners, managers and entrepreneurs. But you know what? The … [Read more...] about Small Business IRS Audits: Minimizing Damage and Distress
The Rich Get Poorer: the Myth of Dynastic Wealth
In the recent paper, “The Rich Get Poorer: the Myth of Dynastic Wealth,” Robert D Arnott, William J. Bernstein, and Lillian J Wu analyze the arguments … [Read more...] about The Rich Get Poorer: the Myth of Dynastic Wealth
Getting Smart about Past Due Taxes and Tax Returns
One of the biggest tax-related stresses people encounter is the situation where they accumulate several years of past due taxes and tax … [Read more...] about Getting Smart about Past Due Taxes and Tax Returns
Hiring Your Children as a Tax Loophole
Thinking about hiring your children as a tax loophole? Probably because it’s summer, several clients and friends have recently asked me … [Read more...] about Hiring Your Children as a Tax Loophole