A clear explanation on how the Trump tax bill affects you, from W-2 income to investment income to real estate income to side business income.
2019 federal income tax brackets and retirement contribution limits
2019 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Life insurance: How to calculate exactly how much you need in 4 simple steps
How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
2018 federal income tax brackets and retirement contribution limits
2018 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Your financial security depends on your financial values
A few thoughts I’ve been thinking about recently related to financial and retirement security.
Retirement withdrawal calculator: How long will your savings last in retirement?
Ever wonder how long your savings would last if you retired right now? You might be surprised by the answer!
2017 federal income tax brackets and retirement contribution limits
2017 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Health savings account rules: What is an HSA, how it works with a high deductible health plan, HSA contribution limits, and strategies to optimize it
Everything you need to know about health savings accounts: the most tax-efficient retirement instrument in existence.
What is a self directed Solo 401k plan? And why it beats a SEP, SIMPLE, IRA, and Roth IRA (hint: contribution limits)
Need to open a solo retirement account? Solo 401k is likely your best option because it lets you shield the most money from taxes.
Traditional vs. Roth? How to double-dip on the tax benefits of BOTH
Contribute to a traditional account upfront, then slowly convert to a Roth AFTER you retire. This lets you get the best of both worlds.
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