Last week I linked to my “ Roth Conversions Deep Dive ” presentation from the recent Bogleheads Conference. And many people wrote in to ask about things that were not included in the presentation.

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Sometimes I receive questions from people who are doing a qualified charitable distribution (QCD) for the first time and something doesn’t go the way they expected. Most often: “The brokerage firm ...

I don’t think there’s anybody whom I can definitively say has taught me more about investing through their writing than John Rekenthaler. I feel like I’ve been reading his Morningstar column forever.

One thing I run into frequently — both working with clients and via correspondence with readers — is people who have financial goals that, to put it bluntly, are not very good. And to be clear, I just ...

Please note that this calculator is only intended for sole proprietors (or LLCs taxed as such). If your business is an S-corp, C-corp, or LLC taxed as such, please consult with your tax professional.

This blog is dedicated to spreading the idea that investment success is based upon stubbornly following a few (very simple) principles: Diversifying your portfolio, Minimizing costs (such as brokerage ...

You can reach me at [email protected]. But please know that I cannot promise a reply, much less a prompt one, as the volume of incoming email per day has grown dramatically over the years as ...

Profit from Business (whole dollars, no commas or dollar signs) Other Earnings e.g. from a day job (whole dollars, no commas or dollar signs) ...

This tool is intended to show the tax treatment of distributions from a Roth IRA. (That is, it will show which amounts will be subject to ordinary income tax and/or 10% penalty.) Please note that it ...