Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection
personal finance
Washington Estate Tax Worries? 3 Tips Save Thousands
Editor’s note: This week, attorney Raemi L. Gilkerson discusses the Washington estate tax and then the steps individuals can take to minimize this … [Read more...] about Washington Estate Tax Worries? 3 Tips Save Thousands
The Wisdom of Elders: Bogleheads Three Fund Portfolio
Last Thursday, Taylor Larimore sent me a copy of his new book, The Bogleheads Guide to the Three-fund Portfolio. Saturday morning, I read … [Read more...] about The Wisdom of Elders: Bogleheads Three Fund Portfolio
Right Way to Handle Inherited IRA Accounts
There’s a right way and a wrong way to deal with inherited IRA accounts. And in this blog post, I want to talk in general terms about the right way … [Read more...] about Right Way to Handle Inherited IRA Accounts
Section 199A Changes Investment Portfolio Construction
The new Section 199A "pass-thru" deduction mostly matters to sole proprietors, partnerships, S corporations and real estate investors. In a … [Read more...] about Section 199A Changes Investment Portfolio Construction
Pascal’s Wager and Your Investment Portfolio
Blaise Pascal achieved fame and notoriety for several achievements. The 17th century French mathematician did ground-breaking work in geometry and … [Read more...] about Pascal’s Wager and Your Investment Portfolio
Siamond Withdrawal Rate Not a Pretty Picture
A couple of weeks ago, a respected and rather mathematical member of the popular Bogleheads online investing forum, Siamond, posted a thoughtful … [Read more...] about Siamond Withdrawal Rate Not a Pretty Picture
100% Stocks Allocation Suffers Two Big Flaws
A couple of times recently, I’ve encountered folks proudly using a 100% stocks allocation for their retirement savings. This approach, they say, … [Read more...] about 100% Stocks Allocation Suffers Two Big Flaws
Lessons from Rate of Return on Everything Paper
A few weeks ago, a group of researchers from various universities published a working paper: The Rate of Return on Everything, 1870-2015. The paper … [Read more...] about Lessons from Rate of Return on Everything Paper
New Mortgage Interest Deduction Rules
The Tax Cuts and Jobs Act of 2017 creates new mortgage interest deduction rules. I’m going to briefly describe the new rules, therefore, so you can … [Read more...] about New Mortgage Interest Deduction Rules