Tax Planning

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.

Bogleheads® Live 16: Ted Randall on taxes on mutual funds

August 15, 2022 By Jon Luskin 1 Comment

Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.

Bogleheads® Live 15: Jorge Soriano on reviewing annuities

August 8, 2022 By Jon Luskin 1 Comment

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.

Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early Retirees

July 11, 2022 By Jon Luskin Leave a Comment

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.

Bogleheads® Live ep. 9: Mike Piper on Social Security

July 4, 2022 By Jon Luskin 7 Comments

Mike Piper, CPA answers questions from the Bogleheads ® on Social Security, investing, and more.

Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs

June 17, 2022 By Jon Luskin 2 Comments

Dr. Sunil Wahal explains the hidden costs of mutual funds,

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.

Tax Planning

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