I thought these visual-friendly brackets would help in your 2024 planning and 2023 taxes. Bookmark and enjoy!
2024 Tax Brackets That Don’t Suck (and 2023 too)
Mike Piper: Down To The Essence Of Smart Money Management
Mike Piper is a CPA and the creator of the Oblivious Investor blog, where he teaches a philosophy of simple and low-maintenance investing.
Mike’s simple philosophy distills down to three primary principles:
- Diversify your portfolio
- Minimize costs (commissions, fees, mutual fund expenses, taxes)
- Ignore the noise.
Mike began his career as a CPA before realizing he could support himself by writing books. Surprisingly, he left his secure job during the 2008 financial crisis. He has gone on to publish seventeen books and is widely considered an expert in social security, tax, and a number of other personal finance topics. His work has been featured in the Wall Street Journal, Forbes, and Morningstar, to name a few.
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We’re back to the digital mailbag to answer your questions!
For this week:
- Are new investors part of an “unlucky cohort” that won’t achieve financial independence in the often-cited timelines?
- Is it worth it to hire a tax professional? And if so, how should I find one?
- Can you help me understand all these confusing public sector retirement accounts?
- Should I do a Roth conversion now or just make a contribution to a Roth IRA?
- Thoughts on the recent bank runs and instability in financial markets
- So much more!
2021 Exciting Year-End Financial and Tax Checklist
Wow, another year almost in the books! As we wind down 2021, now is the time to make sure we are on track with our financial goals. Remember how we started with Your 2021 Guide to Actually Saving Real Money? Let’s examine a few crucial steps with this year-end financial and tax checklist.
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