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.

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 ...

This calculator determines the minimum amount of your portfolio that it would be necessary to annuitize in order to utilize a certain withdrawal rate on the non-annuitized portion of your portfolio.

I suspect that many investors don’t appreciate how difficult it is to beat the market by picking stocks on one’s own. Granted, I can’t blame them. After all, they’ve been told by countless marketers ...