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I encourage you to read the books and watch the film.

After you reach the age of 70 1/2, the IRS requires you to begin taking minimum distributions from your traditional retirement accounts.

Any tax which is ultimately going to be owed is owed by April 15th. Otherwise it may be subject to interest and penalties.

Because 1031 exchanges are a great way to defer paying large amounts of capital gains tax, the IRS tends to be suspicious of them.

Examining past Bear Markets can help provide some context when we experience the next one.

Assumptions about these adjustments to your net worth should be made carefully and conservatively.

It is better to leave stock to a family member in your estate plan than to gift them the stock while you are alive.

Annual required minimum distributions must be satisfied before any additional amounts are converted to a Roth IRA.

Here are seven sage investing lessons from the J. Paul Getty era.

Carefully computing and adding your Social Security early retirement safe withdrawal rate can safely boost your early retirement standard of living without jeopardizing your future finances.

ObamaCare was always going to be a bad law and now, five years in, that should be clear to everybody.

Bush’s tax plan is in good company with Trump, Rubio, and Lee. It hits many common Republican talking points but doesn’t seem to take its own reasoning very seriously.

The lessons of each bear market are visible with the wisdom of 20/20 hindsight.

We highly recommend a Donor Advised Fund for generous investors.

A swimmer takes one stroke at a time and yet makes great progress.