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
personal finance
Retirement Plan B: Why You Need One
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
Self-directed IRA Real Estate Investment Problems
In some popular online forums, participants regularly tout the idea of self-directed IRA real estate investment or self-directed 401(k) real estate … [Read more...] about Self-directed IRA Real Estate Investment Problems
Avoiding Net Investment Income Tax
Most taxpayers probably aren’t thinking about avoiding net investment income tax. But they should. The net investment income tax hits more people than … [Read more...] about Avoiding Net Investment Income Tax
Asset Allocation for Small Business Owners and Entrepreneurs
In an online forum the other day, a long-time member advised someone to ignore their small business when considering their asset allocation. No one … [Read more...] about Asset Allocation for Small Business Owners and Entrepreneurs
When 1031 Like-kind Exchanges Don’t Make Sense
Real estate enthusiasts often go crazy about Sec. 1031 like-kind exchanges. But this tax planning gambit usually doesn’t make as much sense as you … [Read more...] about When 1031 Like-kind Exchanges Don’t Make Sense
Partnership Tax Consequences: What Your Financial Advisor Didn’t Tell You
Can we talk for a minute about partnership tax consequences? Specifically about a handful of issues that probably neither you nor your financial … [Read more...] about Partnership Tax Consequences: What Your Financial Advisor Didn’t Tell You
Small Business Net Present Value Analysis
Last week's blog post talked about how to calculate an internal rate of return for your small business investment returns. But you probably also want … [Read more...] about Small Business Net Present Value Analysis
Small Business Investment Returns Astronomical?
In this week's blog post, we're going to talk about small business investment returns. But if you read no further, please please take away this … [Read more...] about Small Business Investment Returns Astronomical?
Income Tax Buckets Not Income Tax Brackets
Are you ever confused about how income tax brackets work? Lots of people are. And for those people, I have an idea. Don’t think about income tax … [Read more...] about Income Tax Buckets Not Income Tax Brackets