Taxes

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

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

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

I’ve not done a tax return reveal before, but 2019 was an interesting year from a tax perspective, and I’d

A long-time reader recently reached out with an intriguing idea; he wanted to share his passive income tax rate as

High-income professionals should focus not only the returns from their investments, but also the after-tax returns. The difference can be

I’ve written extensively about how I use a donor advised fund to give more generously while taking advantage of the

Today, I’ve got a guest post from one of our nation’s foremost experts on the 20% qualified business income deduction,

Today’s Saturday Selection comes from The White Coat Investor. Dr. Dahle was way ahead of me in thinking about the

Welcome to another excellent Saturday Selection, a series in which a classic (but updated) post from a member of the

Before we get to today’s guest post, I want to highlight the impressive new course put together by my friend

  Welcome to our first Pro / Con post, a collaboration between The White Coat Investor and me. This is

All I wanted for Christmas was a tax break. Guess what I got? A tax break! With the passage of

Today’s Saturday Selection, courtesy of The White Coat Investor, explores two of my favorite things: lowering taxes and how to

This is not your typical FIRE blog, and I’m not an average FIRE blogger. Financial Independence was never a goal

Today’s Saturday Selection from the White Coat Investor is another post geared towards the non-employed physician. In this case, by

No, not the candy bar. In a related post, I shared how I woke up $100,000 poorer on my 41st

Most of us start making our first investments in tax-sheltered accounts. These accounts, which include traditional and Roth IRAs, 401(k)

A donor advised fund (DAF) is an excellent and tax-efficient way to give to charity. The vast majority of my