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retirement

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

Sec. 199A Changes Retirement Planning

May 21, 2018 By Stephen Nelson CPA

Sec. 199A changes retirement planning for small business owners

Okay, a weird thing about the pass-thru "Section 199A deduction” created by the new tax law. Section 199A changes retirement planning for some small … [Read more...] about Sec. 199A Changes Retirement Planning

Filed Under: individual income taxes, retirement

Pascal’s Wager and Your Investment Portfolio

April 2, 2018 By Stephen Nelson CPA

Pascal's wager and your portfolio blog post

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

Filed Under: investment, personal finance, retirement

Siamond Withdrawal Rate Not a Pretty Picture

March 12, 2018 By Stephen Nelson CPA

Picture for Siamond withdrawal rate article showing an investment line chart

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

Filed Under: investment, personal finance, retirement

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Featured Posts

IRS S corporation shareholder salary data blog post

IRS S Corporation Shareholder Salary Data

If you operate as an S corporation, you already know that you need to set a salary for shareholder-employees. A reasonable one. And you hear lots … [Read More...] about IRS S Corporation Shareholder Salary Data

The New Sole Proprietor PPP Formula

As of March 3, 2021, a new sole proprietor PPP formula exists. While most Paycheck Protection Program borrowers calculate their PPP loan amount … [Read More...] about The New Sole Proprietor PPP Formula

Image of monkey wrenches for a Covid-19 late election blog post. Because Covid-19 is a monkey wrench for late S elections.

Covid-19 Late S Corporation Elections

Like most small business CPA firms, we love S corporations. Oh, no, it’s true. Call us crazy. But we love the way they help entrepreneurs reduce … [Read More...] about Covid-19 Late S Corporation Elections

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