Maybe the last ten individual tax returns I’ve signed? They all included a backdoor Roth IRA. That got me thinking: How much tax do you really save … [Read More...] about Backdoor Roth IRAs Really a Smart Idea?
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Estimating Investment Portfolio Returns and Values
Over the last few months, I've encountered investors, advisors and even some financial writers struggling to make or suggest good estimates of future … [Read More...] about Estimating Investment Portfolio Returns and Values
Monte Carlo Safe Withdrawal Rates for Low Expected Returns
I read Antti Ilmanen’s book recently, “Investing … [Read More...] about Monte Carlo Safe Withdrawal Rates for Low Expected Returns
BOI reports and Your Small Business
You’ll soon need to file a Beneficial Ownership … [Read More...] about BOI reports and Your Small Business
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