Okay, an important first stipulation. I totally understand the allure of the financially independent retired early strategy. Further, I totally … [Read more...] about Financially Independent Retired Early: Flaws with Philosophy?
personal finance
The Average Retirement Savings Return
Buried at the heart of every personal financial plan is a critical percentage: an average retirement savings return estimate. And that leads to … [Read more...] about The Average Retirement Savings Return
Real Estate Professional Loophole
Earlier this year, the tax court issued a decision about the real estate professional loophole. A dentist, one Dr. Zarrinnegar, had used the real … [Read more...] about Real Estate Professional Loophole
Spotting Investment Scams
This week, I want to talk about spotting investment scams. Okay, sure, a funny topic for a CPA to broach. But every year, our CPA firm sees a … [Read more...] about Spotting Investment Scams
Paying Zero Income Taxes on Average Income
Last week, I blogged about how to pay zero federal income taxes on a $100,000 income. But that’s not very relevant to most readers. First, the U.S. a … [Read more...] about Paying Zero Income Taxes on Average Income
Pay Zero Income Taxes on $100,000 of Income
A few weeks ago, in a blog post about income tax brackets, I pointed out that some people who make $100,000 a year pay zero income taxes. That “pay … [Read more...] about Pay Zero Income Taxes on $100,000 of Income
Retirement Plan B Tips: Dozen Ideas for a Better 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 pos … [Read more...] about Retirement Plan B Tips: Dozen Ideas for a Better Plan B
Monte Carlo Retirement Plan B Calculations
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
cFIREsim Retirement Plan B Calculations
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 th … [Read more...] about cFIREsim Retirement Plan B Calculations
FIRECalc Retirement Plan B Calculations
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 r … [Read more...] about FIRECalc Retirement Plan B Calculations