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Taxes

A collection of the best articles we’ve featured on Taxes.

Life in 2040
FI Guy  |  FI Heroes

Every four years, the National Intelligence Agency puts together a lengthy report that makes various predictions twenty years out. A series of bets being made by experts in various fields and consolidated into one document.

Is Dividend Investing Worth It?
Damian  |  Banker on FIRE

I get it – dividend stocks (or funds) can be very additive to your portfolio, especially in retirement. But as you contemplate investing for dividends, please don’t lose sight of the bigger picture.

How to Pay Less Taxes (A Very Cute Cartoon)
Mr. Burrito Bowl  |  Burrito Bowl Diaries

So here’s the situation – you have to pay taxes, but you don’t like it. You would rather spend your days having fun, and taxes and fun are inversely correlated. So what’s a person to do?

The FIRE 529 – A Bonus Retirement Account?
David Graham, MD  |  FI Physician

If you are a Super-Saver and already maxing out all of your tax preferred space, look into a 529 as a bonus retirement account. Use it for your bond location, or other tax inefficient investments.

A No-Tax Early Retirement
Leif  |  Physician on Fire

You can live quite well without paying federal income tax in an early retirement scenario. We went through many scenarios in which the Bensons had more than enough money to spend without owing a penny in federal income tax.

The Bold & Beautiful Roth Conversion Ladder
Mr. CC  |  Clipping Chains

The Roth Conversion is the tried-and-true go-to method for accessing retirement money early. Is this complicated? Hell yeah, dude. It’s complicated. Is it worth it? Hell yeah, dude. It’s worth it.