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The Roth Conversion Page
The Roth Conversion Page

Background Roth conversion strategies have garnered an almost mystical reputation. On the one hand, they can be one of the Continue Reading

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The Computershare Nightmare
The Computershare Nightmare

 Computershare: Nightmare-like service If you have ever dealt with Computershare, then you may have experienced subpar customer service. I have Continue Reading

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Tax-efficiency of Charitable Giving Strategies
Tax-efficiency of Charitable Giving Strategies

Qualified Charitable Distributions (QCDs), Donor-advised funds (DAFs), and More Charitable giving is a multi-dimensional topic. While I highlight many of Continue Reading

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Your Social Security Statement, XML data, and More
Your Social Security Statement, XML data, and More

Background Social Security (SS) is often the single largest asset one has in retirement. Even for those where SS is Continue Reading

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Missing Socks and Cost Basis
Missing Socks and Cost Basis

Missing cost basis: Background Are you missing the cost basis for an asset you are considering selling or have already Continue Reading

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What To Do With Your Cash?
What To Do With Your Cash?

  After years of near-zero interest rates, it is no surprise many people have left cash sitting around their checking, Continue Reading

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Exchange-traded Fund (ETF) Tax Efficiency
Exchange-traded Fund (ETF) Tax Efficiency

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part III: Asset Location
Tax Efficiency Part III: Asset Location

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part II: Investment-related Taxes
Tax Efficiency Part II: Investment-related Taxes

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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Tax Efficiency Part I: Income Tax
Tax Efficiency Part I: Income Tax

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

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