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Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors

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Tax Planning

Bogleheads® Live 42: How to Pay for College with Ann Garcia

April 10, 2023 By Jon Luskin Leave a Comment

Ann Garcia – author of “How to Pay for College: A complete financial plan for funding your child’s education” – answers questions.

April Fools’

April 1, 2023 By Jon Luskin 4 Comments

The following are (sarcastic) jokes!

Bogleheads® Live 40: Sean Mullaney on Recent Tax Law Changes for FIRE

March 13, 2023 By Jon Luskin Leave a Comment

Sean Mullaney – FI Tax Guy – discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.

Bogleheads® Live 27: Sean Mullaney on solo 401(k)s for solopreneurs

October 31, 2022 By Jon Luskin Leave a Comment

Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles.

Bogleheads® Live 23: Mike Piper on bequest planning

October 3, 2022 By Jon Luskin Leave a Comment

Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.

Bogleheads® Live 17: Steven Fox on taxes for millennials

August 22, 2022 By Jon Luskin Leave a Comment

Steven Fox answers questions on taxes for millennials.

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What I’m Reading Now

Recent Posts

  • Bogleheads on Investing 58: Mike Piper on “More than Enough”
  • Bogleheads® Live 44: Mr. Money Mustache – Early Retirement (FIRE)
  • Bogleheads® Live 43: Cybersecurity with Steve Ryder – Keeping Your Money Safe Online
  • Bogleheads® Live 42: How to Pay for College with Ann Garcia
  • April Fools’

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Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. 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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