Portfolio Design: Maximizing After-tax Returns
Even when we do everything right – listen to the evidence, invest for the long-term, tune out the market noise – we don’t invest in a vacuum. Ultimately, we need […]
Spring Cleaning: A Financial Review
Every spring we shake off the winter tedium, set our clocks forward, pack up the flannel, and clean out the fireplace. All out of necessity and habit. But what about […]
Stacking Retirement Accounts: SEP IRA or Solo 401(k)
Stacking retirement accounts is a little-known strategy that will grow your retirement nest egg tax deferred while sheltering income from the IRS. Once you decide to stack retirement accounts, it’s […]
Stacking Retirement Accounts to Maximize Contributions and Tax Savings
For many professionals, side income is a wonderful thing. Working multiple jobs, consulting, or dabbling in entrepreneurship are substantial ways to earn extra income. Unfortunately, that added income also means […]
