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Case Study: Account Distribution Hierarchy for Mortgage Paydown in Retirement

December 14, 2018 By Jon Luskin 1 Comment

Imagine a retired client. Being 68 years old, he’s managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different types of accounts: His tax-deferred traditional IRA His tax-free Roth IRA The family’s taxable investment account Being that the client is retired – and a good portion of his […]

How to Save on Taxes

September 11, 2018 By Jon Luskin Leave a Comment

No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.

Do I Even Need Life Insurance?

August 28, 2018 By Jon Luskin Leave a Comment

Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy podcast to find out!

Why California Rental Property is Not a (Historically) Great Investment

August 21, 2018 By Jon Luskin 3 Comments

EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. This is because real estate is illiquid – whereas U.S. large cap stocks are highly liquid. Historically, U.S. stocks market investors received an investment return of roughly 10% per year. Therefore, investors in illiquid real estate should […]

Do You Really Need to Own International Stocks?

August 14, 2018 By Jon Luskin Leave a Comment

Given  International stocks have suffered twice as many bear markets than U.S. stocks since 1970, why do people invest in international stocks? In this episode of Stay Wealth San Diego podcast we discuss how come. 

Story People

July 24, 2018 By Jon Luskin 4 Comments

Recently, I was wasting some time on the Twitternets. I came across the following exchange: Every single academic study ever done has concluded that REITs outperformed private real estate investment. – Dr. Brad Case — Blair H duQuesnay (@BlairHduQuesnay) June 21, 2018 Interesting. Please forward the research Not surprised though. More and more research is […]

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Recent Posts

  • Bogleheads® on Investing 85: Tax law changes under the One Big BeautifulBill Act, Roth conversions & more with Ed Slott, CPA
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  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
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  • Bogleheads on Investing 61: Cody Garrett on Early Retirement

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Jon Luskin works with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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