The Cosmic Irony of Stock Picking Funds
There is a real cosmic irony to the successful attributes of a stock picking fund
Why Treasury STRIPs Have No Place In Your Portfolio
I rail against the idiocy of including 30 year Treasury STRIPs in your portfolio
Optimizing Your Retirement Tax Strategy – Bump Zones 2
Recently I completed my first post on the topic of taxation. This is an area I have previously avoided – faced with over 2,600 pages of the tax code I felt much like Will Durant at the start of his epic The Lessons Of History – “only a fool would try to compress a hundred …
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What does the Retirement SECURE Act mean for financial independence?
What does the Retirement SECURE Act mean for financial independence?
Mapping the Capital Gains Bump Zone – Part 1
We fully map the capital gains tax bump zones – those places where you experience unexpectedly high marginal income tax rates