Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

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Go Curry Cracker 2022 Taxes

2022 was our first full year back in the United States, which means we were fully in the crosshairs of the 3 US tax systems: Federal, State, and ACA. One might think this would result in a large tax burden. But no. Although the incentives have certainly changed. The Go Curry Cracker 2022 Taxes Executive […]

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Why You Should Fund Your Roth Even If You Won’t Need It

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If you’ve read anything from the financial independence community, you’ve read about Roth IRAs. They provide tons of benefits to all retirees, like tax-free growth and the absence of required minimum distributions. There are some benefits more applicable to early retirees, like the ability to access principal before age 59.5. But, what if you don’t …

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Should You Pay Taxes With a Credit Card?

I like to think I know more about credit cards than the average person. I’ve written dozens of credit card reviews for Money Crashers, after all, and personally tried out more credit cards than I’d like to admit. So, I was surprised and a l...

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How to Model Roth Conversion Strategies in the NewRetirement Planner

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

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Tax Season: Go Beyond Filing and Plan to Pay Less in the Future with These 25 Tax Planning Tips

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.

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March 2023 Market and Moral Hazard Musings

March 16, 2023 After the tumultuous year 2022, it looked like 2023 was off to a great start. But banks threw a monkey wrench into the machine, with the S&P almost erasing the impressive YTD gains, several bank failures, and the prospect of a worldwide banking crisis that all changed. So folks contacted me and … Continue reading March 2023 Market and Moral Hazard Musings

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The Basics of FIRE

March 10, 2023 After seven years of blogging in the personal finance and FIRE community, I realize that there’s one type of post I’ve always avoided: How to explain FIRE to a complete newbie. Until now, I’ve outsourced that task and simply referred to the Links Page. But where’s a good overview, all in a … Continue reading The Basics of FIRE

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Best tax software for 2023

We're going to make your job of finding the best tax software easier by providing the details of the five most popular tax software plans available.Compare free and paid tax prep software. TurboTax vs H&R Block vs TaxAct and other top tax prep apps. Pr...

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2023 Tax Brackets: The Best Income To Live A Great Life

Taxes are most likely our largest ongoing liability. Therefore, we should understand the latest tax brackets for 2023. I go through this exercise every year. Based on a thorough understanding of the 2023 tax brackets, we can then logically come up with...

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