Uncertainty and Taxes in Retirement Planning
They say death and taxes are the only certainties in life. Taxes, it turns out, are lying. The tax code […]
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The Myth and Reality of Tax “Free Lunches”
Some people spend a lot of time looking for “secret” ways to reduce their taxes. Many of these strategies are
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Tax Diversification: The Free Lunch Most Retirees Ignore
“Diversification is the only free lunch in investing.” This phrase is attributed to Nobel laureate economist Harry Markowitz, who developed
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Health Insurance in Early Retirement : ACA, COBRA, Costs & Tax Strategies
The Expense Everyone Worries About When most people picture early retirement, they imagine freedom, travel, and finally escaping the 9-to-5.
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Three Ways to Use the Retirement Tax Valley
In a previous post (Tax Preparation Is No Longer the Hard Part – Tax planning is), I described what I
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Tax Preparation Is No Longer the Hard Part – Tax planning is
For most of us, filing a tax return is no longer the stressful, all-consuming chore it used to be. You
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