My Books
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Oblivious Investor
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2021 Tax Brackets
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2020 Tax Brackets
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How Are S-Corps Taxed?
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How to Calculate Self-Employment Tax
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LLC vs. S-Corp vs. C-Corp
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SEP vs. SIMPLE vs. Solo 401(k)
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How to Calculate Amortization Expense
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How to Calculate Cost of Goods Sold
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How to Calculate Depreciation Expense
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Contribution Margin Formula
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Direct Costs vs. Indirect Costs
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401k Rollover to IRA: How, Why, and Where
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Single Premium Immediate Annuities and Retirement Planning
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Why Invest in Index Funds?
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8 Simple Portfolios
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How is Social Security Calculated?
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How Social Security Benefits Are Taxed
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When to Claim Social Security
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Social Security Strategies for Married Couples
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4 Factors of Production
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Consumer and Producer Surplus
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How to Calculate Marginal Revenue
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Investing Blog Roundup: Are Digital “Nudges” Investment Recommendations?
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Digital Nudges Could Be Investment Recommendations, SEC Chief Warns
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Podcast: Social Security and Tax-Efficient Retirement Planning
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Risking, Fast and Slow
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Milevsky: Advisors Should Charge More for Retirement Spending Advice
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https://www.thinkadvisor.com/2021/05/04/milevsky-why-decumulation-advice-should-cost-more-than-retirement-planning/
Are You Ready to Retire? Probably Not
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The Problem with Low-Income Tax Credits
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Is $1 Million Enough for Retirement in America?
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https://www.visualcapitalist.com/is-1-million-enough-for-retirement-in-america/
Attorneys Secure Disability Benefits Faster
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Roth Conversion Analysis: Not Breakeven Analysis
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Roth conversion
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time value of money
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at least age 59.5
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Roth conversion 5-year rule to consider
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Investing Blog Roundup, Book Recommendation: Retirement Planning Guidebook by Wade Pfau
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Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success
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Can I Retire
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Can You Save Too Much in a Health Savings Account?
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Why Budgets Make People Angry
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https://awealthofcommonsense.com/2021/10/why-budgets-make-people-angry/
How Does Media Coverage of Social Security Affect Worker Behavior?
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Are Defined Outcome ETFs For You?
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Retiring Early? What to Keep in Mind
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An SEC Rule Was Meant to Protect Individual Investors. Chaos Ensued.
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An Unhealthy Obsession with Money
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Which Dollars to Spend First Every Year in Retirement
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further earnings in the Roth will generally be tax-free
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Investing Blog Roundup: Pay Attention to Marginal Tax Rates and Not Tax Brackets
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your marginal tax rate
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is often different
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than just your tax bracket
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tax brackets
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Pay Attention to Marginal Tax Rates and Not Tax Brackets
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Having Your Retirement Cake and Slicing It, Too
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Can Money Buy a Longer Life?
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Are Rising Interest Rates Bad for Tech Stocks?
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Grading The 25 Largest ETFs
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Kitces’ XY Planning Network to SEC: Time to Revisit Who Gets to Be an ‘Advisor’
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How To Deposit Paper I Bonds to TreasuryDirect Online Account
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https://thefinancebuff.com/how-to-deposit-paper-i-bonds-to-online-account.html
Why Buying the Dip is a Terrible Investment Strategy
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Financial Advisor Licenses and Designations
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Wealth Logic, LLC
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Jon Luskin, LLC
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an exam
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meaningful amount of experience
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