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Self-employed (SE) people have a unique opportunity to maximize their after-tax income later in life. While most SE people use traditional 401(k) plans and SEP IRAs to save for the future, I’m encouraging my SE clients to consider an Individual Roth 401(k) instead.
Death and Taxes: Not So ...
About two years ago, I gave myself permission to impulsively buy art at a nonprofit event. Normally, I tightly control my giving, but this was a moment where I was able to be spontaneous - only because I had created formal intentions around my giving. Yes, I had planned how to be spontaneous. ...
When word got out that Russian President, Vladimir Putin, signed a bunch of anti-LGBT laws, the LGBT community responded: “Boycott Russian vodkas.” Easy enough. I followed the lead of pro-human rights bar owners and consumers and ditched the famous Russian beverage. I switched to Tito's Vodka ...
Now that DOMA is crumbling, married same-sex couples have some new opportunities to simplify their lives, reduce their taxes, and boost their incomes. There is still some unfinished business around whether or not same-sex couples will receive the full umbrella of federal recognition if they ...
Live with a Lot, Die with a Little
Many of you have heard about the dual-income-no-kids (DINK) community. There is a growing population, gay and straight, single and married, who are opting to have a child-free life (except the occasional visits to our favorite nieces and nephews). They are ...
Right around the time I was born, another birth was happening - one that would save investors millions of dollars in unnecessary fees while also reducing their tax bills. Yes, I’m talking about the birth of the index fund. A side effect of this creation was that performance-junkie investors and