Pets create certain distinct challenges with respect to estate planning. At its core, the issue is that pets, legally speaking, are property.

Admin note: I have the annual Bogleheads Conference coming up this week, followed immediately by some vacation travel and then a finger surgery which will require a couple days of not-very-productive ...

Please note that this calculator is only intended for sole proprietors (or LLCs taxed as such). If your business is an S-corp, C-corp, or LLC taxed as such, please consult with your tax professional.

This blog is dedicated to spreading the idea that investment success is based upon stubbornly following a few (very simple) principles: Diversifying your portfolio, Minimizing costs (such as brokerage ...

Profit from Business (whole dollars, no commas or dollar signs) Other Earnings e.g. from a day job (whole dollars, no commas or dollar signs) ...

Thank you for your interest in submitting to my weekly roundup. I’ve decided to take down this form, though, due to the increasing amount of spam articles that were being submitted. Thanks for your ...

This tool is intended to show the tax treatment of distributions from a Roth IRA. (That is, it will show which amounts will be subject to ordinary income tax and/or 10% penalty.) Please note that it ...

You can reach me at [email protected]. But please know that I cannot promise a reply, much less a prompt one, as the volume of incoming email per day has grown dramatically over the years as ...

How to build a low-maintenance, diversified portfolio. How to reduce your overall tax burden. How to reduce the costs you’re paying for your investments. Enter your email address to subscribe.

Index funds are mutual funds designed to track a specific index (the S&P 500 or the Barclay’s Capital Aggregate Bond Index, for instance). This is in contrast to most mutual funds, which are run by ...

Profit from Business (whole dollars, no commas or dollar signs) Other Earnings e.g. from a day job (whole dollars, no commas or dollar signs) ...

Annual Rate of Inflation (as a whole number, without a percent sign. For example, a 3% annual rate of inflation would be entered as “3”.) ...