The new Section 199A "pass-thru" deduction mostly matters to sole proprietors, partnerships, S corporations and real estate investors. In a … [Read more...] about Section 199A Changes Investment Portfolio Construction
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Small Business Monte Carlo Simulation
Somebody asked me about building a small business Monte Carlo simulation worksheet. They’d seen the earlier blog post we’d done about stock market … [Read more...] about Small Business Monte Carlo Simulation
199A Deduction: Calculating Your Tax Savings
As you work on preparing your 2018 income tax return, you may wonder how much income tax the new Section 199A deduction saves you. This post, … [Read more...] about 199A Deduction: Calculating Your Tax Savings
100% Stocks Allocation Suffers Two Big Flaws
A couple of times recently, I’ve encountered folks proudly using a 100% stocks allocation for their retirement savings. This approach, they say, … [Read more...] about 100% Stocks Allocation Suffers Two Big Flaws
Lessons from Rate of Return on Everything Paper
A few weeks ago, a group of researchers from various universities published a working paper: The Rate of Return on Everything, 1870-2015. The paper … [Read more...] about Lessons from Rate of Return on Everything Paper
IRS Wealth Statistics Paint Fascinating Picture of Top One Percent
IRS wealth statistics paint a fascinating picture of the wealthiest Americans—but oddly a picture that diverges from what the mainstream media … [Read more...] about IRS Wealth Statistics Paint Fascinating Picture of Top One Percent
Small Business Entrepreneur Route to Financial Independence
This post talks about reasons to avoid the small business entrepreneur route to financial independence. I want to talk about this topic because … [Read more...] about Small Business Entrepreneur Route to Financial Independence
Small Business Entrepreneurship Better than Bogleheads or Mr Money Mustache?
In recent blog posts, I’ve pointed out some flaws I see in the Mr. Money Mustache and Bogleheads philosophies for preparing for … [Read more...] about Small Business Entrepreneurship Better than Bogleheads or Mr Money Mustache?
Real Estate Professional Loophole
Earlier this year, the tax court issued a decision about the real estate professional loophole. A dentist, one Dr. Zarrinnegar, had used the real … [Read more...] about Real Estate Professional Loophole
Avoiding Net Investment Income Tax
Most taxpayers probably aren’t thinking about avoiding net investment income tax. But they should. The net investment income tax hits more people than … [Read more...] about Avoiding Net Investment Income Tax