The Best Way to Donate A Hundred Grand
No, not the candy bar. In a related post, I shared how I woke up $100,000 poorer on my 41st … Read more
Taxes
Tax Drag: What a Drag it is Getting Taxed
Most of us start making our first investments in tax-sheltered accounts. These accounts, which include traditional and Roth IRAs, 401(k) … Read more
Top 5 Ways to Pay No Tax on Capital Gains & Dividends
Today, I’d like to explore strategies to avoid taxes on capital gains and dividends. Both of these investment returns come … Read more
Top 5 Ways to Lower Your Tax Bill
Tax Day is just around the corner. Be sure to file your tax return (or file for an extension) before … Read more
The Taxman Leaveth: Taxes in Early Retirement
During our years of wealth accumulation, a.k.a. working, we pay a pretty penny in taxes. We become accustomed to knowing … Read more
The Donor Advised Fund : A Smarter Way to Give
A donor advised fund (DAF) is an excellent and tax-efficient way to give to charity. The vast majority of my … Read more
