Financial Geekery

January 7, 2020

While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't assume it doesn't apply to you!

December 1, 2019

I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands.

November 17, 2019

Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you're likely to have available as a tech professional: your employee benefits!

November 3, 2019

This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they might actually be asking! And asking the right question is critical.

August 11, 2019

It's my job to maximize not just your return on investment, but your return on life. And giving your money away is a core part of that.

June 30, 2019

The estate tax isn't the only thing that can take a bite out of an inheritance!

March 24, 2019

You've got stock worth a hefty chunk of change...but if you sell, you'll have to pay taxes on the sale. So: what do you do?

May 7, 2018

Is there an effect of the recent removal of the investment management fee deduction on tax strategy? Short answer: no. Longer answer: read on.

April 9, 2018

You may have heard that Roth accounts are an excellent way to save for retirement, providing you tax-free income in your post-working days, but you may not have delved further, knowing that your income is above the contribution limit. Of course, that's a great prob...

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.

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