As a tax accountant, I am programmed to think about taxes. To worry about people paying too much in taxes. To obsess over tactics that allow clients … [Read more...] about Why You Don’t Need to Worry about Taxes in Retirement
Search Results for: retirement plan b
$10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
In an online forum recently, I saw someone suggest you can accumulate a $10,000,000 Individual Retirement Account or 401(k) account. This is … [Read more...] about $10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
Does the Vanguard Personal Financial Plan Work for Small Business Owners?
A few days ago, Vanguard prepared a personal financial plan for me. I actually have a personal financial plan already—one prepared based on the … [Read more...] about Does the Vanguard Personal Financial Plan Work for Small Business Owners?
Super Safe Withdrawal Rate Calculator
The 'super safe withdrawal rate" calculator below estimates certainty-equivalent returns and the Merton share. You can use these … [Read more...] about Super Safe Withdrawal Rate Calculator
Estimating Investment Portfolio Returns and Values
Over the last few months, I've encountered investors, advisors and even some financial writers struggling to make or suggest good estimates of future … [Read more...] about Estimating Investment Portfolio Returns and Values
PPP Certification Rule Change Creates Risk
Late last week, the Small Business Administration published new guidance on the certification rules for the paycheck protection program. The PPP … [Read more...] about PPP Certification Rule Change Creates Risk
Small Business Survival Guide to Corona Virus Crisis
A blog reader reached out last week, suggesting I offer up some advice to small business owners. She pointed out the print books I’ve written (like … [Read more...] about Small Business Survival Guide to Corona Virus Crisis
The Wisdom of Elders: Bogleheads Three Fund Portfolio
Last Thursday, Taylor Larimore sent me a copy of his new book, The Bogleheads Guide to the Three-fund Portfolio. Saturday morning, I read … [Read more...] about The Wisdom of Elders: Bogleheads Three Fund Portfolio
Pascal’s Wager and Your Investment Portfolio
Blaise Pascal achieved fame and notoriety for several achievements. The 17th century French mathematician did ground-breaking work in geometry and … [Read more...] about Pascal’s Wager and Your Investment Portfolio
Siamond Withdrawal Rate Not a Pretty Picture
A couple of weeks ago, a respected and rather mathematical member of the popular Bogleheads online investing forum, Siamond, posted a thoughtful … [Read more...] about Siamond Withdrawal Rate Not a Pretty Picture