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Taxes

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 26: Colleen Jaconetti on dividend investing

October 24, 2022 By Jon Luskin Leave a Comment

Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.

Bogleheads® Live 22: Dan Otter on 403(b) fees

September 26, 2022 By Jon Luskin Leave a Comment

Dan Otter discusses investing in K-12 403(b)s.

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 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.

Financial Planning in Divorce

March 1, 2018 By Jon Luskin Leave a Comment

Financial planning in divorce is something most financial planners will eventually have to deal with. Fortunately, one CFP® professional gave a presentation some divorce financial planning best practices at the FPA of Minneapolis symposium. (As a side note, know that laws do vary by state.) Here are some takeaways from her talk. Use a Balance Sheet for […]

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What I’m Reading Now

Recent Posts

  • Bogleheads® on Investing 87: Jenny Rozelle on estate planning, elder law & more
  • Bogleheads® on Investing 85: Tax law changes under the One Big BeautifulBill Act, Roth conversions & more with Ed Slott, CPA
  • Bogleheads® Live 45: Factor Investing with Wes Crill
  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
  • Bogleheads on Investing 62: Steve Chen on DIY Retirement Planning Tech

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Disclosures & Legal

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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