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retirement

Why Bonds Matter for Your Portfolio

August 21, 2023 By Stephen Nelson CPA

Bonds matter to portfolios when investors want to minimize downside risks

A couple of times recently, I’ve encountered people who argue you or I should not invest any part of a portfolio in bonds. Or who argue only a small … [Read more...] about Why Bonds Matter for Your Portfolio

Filed Under: investment, personal finance, retirement

Working Longer Avoids Sequence of Returns Risk

March 1, 2023 By Stephen Nelson CPA

Working longer avoids sequence of returns risk

The term “sequence of returns risk” refers to the risk that your retirement nest egg may not last if you get a bad patch of returns at the start of … [Read more...] about Working Longer Avoids Sequence of Returns Risk

Filed Under: personal finance, retirement

Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?

January 1, 2023 By Stephen Nelson CPA

Maybe you shouldn't retire?

Recently I found myself talking with friends about a crazy idea. The idea that entrepreneurs should retire late. Or maybe even just not retire. So … [Read more...] about Should Entrepreneurs and Small Business Owners Retire Late? Or Even Skip Retiring?

Filed Under: personal finance, retirement

Rethinking Retirement for Lower Real Rates of Return

November 1, 2022 By Stephen Nelson CPA

long-term trends in long-maturity interest rates

The recent research paper, “Long-run Trends in Long-maturity Real Rates 1311-2021,” from economists Kenneth S. Rogoff, Barbara Rossi and Paul … [Read more...] about Rethinking Retirement for Lower Real Rates of Return

Filed Under: investment, personal finance, retirement

Human Capitalists in the Twenty-First Century

August 1, 2022 By Stephen Nelson CPA

Twenty-first century entrepreneurs follow different rules

I reread a great research paper recently: “Capitalists in the Twenty-first Century,” from the economists Matthew Smith, Danny Yagan, Owen M. Zidar and … [Read more...] about Human Capitalists in the Twenty-First Century

Filed Under: entrepreneurship, New business, retirement, Strategy

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

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Featured Posts

Grouping activities may lead to material participation

Grouping Activities to Achieve Material Participation

This week, a quick discussion of grouping activities as backdoor way to materially participate. But first a bit of background about what material … [Read More...] about Grouping Activities to Achieve Material Participation

The qualified family-owned small business deduction can save Washington capital gains taxes. But rules area maze.

The Qualified Family-Owned Small Business Deduction

If you own or invested in a Washington state small business, you want to know about the qualified family-owned small business deduction. And here’s … [Read More...] about The Qualified Family-Owned Small Business Deduction

Vacation home rental tax traps abound. You want to be careful.

Vacation Home Rental Tax Traps

You want to learn the vacation home rental tax rules if you rent, own or are considering renting or owning a second home. Here's why: Vacation home … [Read More...] about Vacation Home Rental Tax Traps

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