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) ...

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 ...

This calculator determines the minimum amount of your portfolio that it would be necessary to annuitize in order to utilize a certain withdrawal rate on the non-annuitized portion of your portfolio.

I suspect that many investors don’t appreciate how difficult it is to beat the market by picking stocks on one’s own. Granted, I can’t blame them. After all, they’ve been told by countless marketers ...

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 ...

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) ...

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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 ...