Taxes

We wish you a Merry Checklist, we wish you a Merry Checklist,

If you’ve spent any time learning the U.S. tax code, you’ve learned

There are, actually, several ways to avoid paying capital gains taxes. It’s

I’ve been known to take advantage of arbitrage opportunities like the geographic

Whatever your circumstances, if you bought a home and are thinking about

I’ve shown you how easy it can be to pay no federal

During our years of wealth accumulation, a.k.a. working, we pay a pretty

I don’t make the rules. I just try to play by them.

Vanguard, my preferred brokerage, has taken strides in recent years to make

2021 is the fourth year in which I’ll be eligible to receive

It is commonly understood that muni bond taxation is favorable. Typically, an

I’ve not done a tax return reveal before, but 2019 was an

A long-time reader recently reached out with an intriguing idea; he wanted

High-income professionals should focus not only the returns from their investments, but

I’ve written extensively about how I use a donor advised fund to

Today, I’ve got a guest post from one of our nation’s foremost

Today’s Saturday Selection comes from The White Coat Investor. Dr. Dahle was

Welcome to another excellent Saturday Selection, a series in which a classic

Before we get to today’s guest post, I want to highlight the

  Welcome to our first Pro / Con post, a collaboration between