Taxes

If you want to keep taxes low in retirement, a handful of strategies can be used while working or when … Read more

Paying attention to your taxes now AND your taxes later will give you the tax diversification and freedom you’ll want … Read more

Tax Loss Harvesting is a great tool for generating tax alpha and lowering your annual tax bill, but it only … Read more

Depreciation is the relatively simple fundamental concept that as new things incur wear and tear, they become worth less and … Read more

It’s often said that there are only two absolutely certain things in life: death and taxes. But many folks don’t … Read more

How much would the taxes on a million dollars be? We calculate it based on earning that sum over 10 years, 4 years, and one year. The answer can be under $100,000 or over $360,000 depending on how long it takes you to earn $1,000,000.

When the stock market hiccups, as it is known to do from time to time, you may have one of … Read more

We wish you a Merry Checklist, we wish you a Merry Checklist, we wish you… you get the idea. It’s … Read more

If you’ve spent any time learning the U.S. tax code, you’ve learned that taxes are due when you earn income. … Read more

There are, actually, several ways to avoid paying capital gains taxes. It’s just that most of them are things people … Read more

I’ve been known to take advantage of arbitrage opportunities like the geographic arbitrage somewhat unique to the medical field where … Read more

Whatever your circumstances, if you bought a home and are thinking about moving, I implore you to live in your … Read more

I’ve shown you how easy it can be to pay no federal income tax in retirement. In fact, it’s not … Read more

During our years of wealth accumulation, a.k.a. working, we pay a pretty penny in taxes.  We become accustomed to knowing … Read more

I don’t make the rules. I just try to play by them. And the rules tend to favor those who … Read more

Vanguard, my preferred brokerage, has taken strides in recent years to make it very easy to donate appreciated assets. In … Read more

If you want to lower your taxes, it’s important to have more than a vague understanding of how our tax … Read more

2021 is the fourth year in which I’ll be eligible to receive a QBI deduction, that is, a tax deduction … Read more

It is commonly understood that muni bond taxation is favorable. Typically, an investor will not owe federal income tax on … Read more