December 14, 2024
The Myths of Dividend Investing
Investing in high dividend paying companies is a popular trope in the personal finance community. Here are 10 reasons to reconsider this approach.
December 7, 2024
TGH is a tax arbitrage strategy where you sell investments in a taxable brokerage account at gains, during a year in which your tax rate is low. This can eliminate, or severely reduce, the amount of taxes you pay on the appreciated positions.
November 23, 2024
Ready for a Big Capital Gains Tax Bill?
If you own mutual funds, you may have received a bill for capital gains tax, even if you didn’t sell your shares. Why?
November 16, 2024
How Business Owners Use The Augusta Rule For Tax-free Income
The Augusta Rule, IRS Code § 280A, allows you to rent your home for up to 14 days without reporting the income on your taxes. In addition, your business can deduct the cost of renting the space as a business expense.
November 9, 2024
The Core 4 Portfolio, developed by Rick Ferri, is one of my favorite model portfolios for young accumulators & DIY investors due to its simplicity, diversification, and low cost.
November 2, 2024
IRS Announces 2025 Retirement Plan Limits
The IRS has released the adjustments for 2025 that affect the amounts employees can contribute to 401(k) plans and individual retirement accounts (IRAs).