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retirement

Ten Best Roth Alternatives

April 1, 2022 By Stephen Nelson CPA

Roth alternatives exist blog post

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

Filed Under: individual income taxes, personal finance, retirement

Tax Strategy Tuesday: Real Estate Professional Tax Strategy

February 1, 2022 By Stephen Nelson CPA

The real estate professional tax strategy can save significant amounts of income taxes.

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

Filed Under: individual income taxes, investment, personal finance, real estate, retirement, Tax Strategy Tuesday

Tax Strategy Tuesday: Start a Pension Plan for Yourself

December 28, 2021 By Stephen Nelson CPA

Another idea? The pension plan tax strategy

The year is almost over. Not much time at all to take steps that reduce your taxes. But one last-minute idea to share. An easy trick that can help … [Read more...] about Tax Strategy Tuesday: Start a Pension Plan for Yourself

Filed Under: business taxes, individual income taxes, retirement, Tax Strategy Tuesday

Updating your Financial Game Plan for Low Interest Rates and Equity Returns

February 8, 2021 By Stephen Nelson CPA

A couple of times over the last few months, I've read good academic papers about the impact of historically low costs of capital. So, the impact of … [Read more...] about Updating your Financial Game Plan for Low Interest Rates and Equity Returns

Filed Under: investment, management, personal finance, real estate, retirement

Small Business Survival Guide to Corona Virus Crisis

March 23, 2020 By Stephen Nelson CPA

small business corona virus crisis: surviving the storm

A blog reader reached out last week, suggesting I offer up some advice to small business owners. She pointed out the print books I’ve written (like … [Read more...] about Small Business Survival Guide to Corona Virus Crisis

Filed Under: management, personal finance, retirement, Strategy

Delay Social Security Benefits to Bump Safe Spending Rate

February 24, 2020 By Stephen Nelson CPA

Picture for delay Social Security to bump safe withdrawal rate blog post

You maybe know this already. But if your retirement plan combines income from IRAs and 401(k) accounts with Social Security benefits, you can probably … [Read more...] about Delay Social Security Benefits to Bump Safe Spending Rate

Filed Under: personal finance, retirement

How to Inherit a Million Dollars

February 10, 2020 By Stephen Nelson CPA

Over the last year, I helped several families administer a large-ish estate and disburse decent-sized inheritances. Which was fun and interesting … [Read more...] about How to Inherit a Million Dollars

Filed Under: investment, real estate, retirement

Lifetime Earnings Top One Percent Surprise

May 15, 2019 By Stephen Nelson CPA

I encountered some pretty interesting data recently. The lifetime earnings of the top one percent, top five percent and top ten percent. A surprise … [Read more...] about Lifetime Earnings Top One Percent Surprise

Filed Under: investment, personal finance, retirement, Strategy

The 50-something Entrepreneur’s Last-minute Retirement Plan

April 1, 2019 By Stephen Nelson CPA

Picture of a worried businessman at the office

Recently, a friend (not a client) asked about getting started with a retirement plan. The awkward part of the question? Though successful in his … [Read more...] about The 50-something Entrepreneur’s Last-minute Retirement Plan

Filed Under: personal finance, retirement

Right Way to Handle Inherited IRA Accounts

June 25, 2018 By Stephen Nelson CPA

An inherited IRA can solve your retirement problem if you handle it right.

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

Filed Under: personal finance, retirement

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Featured Posts

Fixing 199A Deduction Errors is awkward but a good idea.

199A Deduction Errors Cost Small Businesses Big Refunds

The Section 199A deduction lets business owners avoid federal income taxes on that last twenty percent of their business income. Which sounds … [Read More...] about 199A Deduction Errors Cost Small Businesses Big Refunds

How Pass-through Profit Distributions Get Taxed

Why Profit Distributions Usually Don’t Get Taxed

We encounter a common misconception from flow-through business owner clients  every year and I want to try and clear the air. That misconception? … [Read More...] about Why Profit Distributions Usually Don’t Get Taxed

real estate net investment income tax blog post art

Tax Strategy Tuesday: Avoid Real Estate Net Investment Income Tax

Are you a real estate investor? And, just to get the awkward part over, have you been pretty successful with real estate? I thought that might be … [Read More...] about Tax Strategy Tuesday: Avoid Real Estate Net Investment Income Tax

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