Financial Geekery

March 26, 2018

From Roth IRA's to the Rule of 55 to SEPP's, there are plenty of tools available for tapping tax-advantaged accounts to retire early.

March 19, 2018

Most people know that they should have some savings set aside for "a rainy day". But how much exactly? What's the definition of "a rainy day"? What kind of account should they use? By optimizing these details, you can squeeze the last bit of ear...

March 12, 2018

(Warning: this can get pretty complicated pretty quickly. If you're the type who easily falls into analysis paralysis, implement the "mirror" strategy to start with and come back when you've got cycles to spare.)

March 5, 2018

there are many, many people who are determined to win at Vegas by being a player in the casino. "The rules don't apply to me", they say. "I'm smarter than all those other rubes." I don't doubt you are -- but if you're not smart enoug...

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November 22, 2019

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