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Archives for December 2019

How to think about the Spousal IRA deduction gap

December 26, 2019 by indyfinance Leave a Comment

Become a Patron! With the end of the year in sight and tax season around the corner, I've been brushing up on the rules for IRA contributions and deductions. Remember IRA contributions can be made for the 2019 contribution year until April 15, 2020. Most large IRA custodians make it easy to designate your contribution for the appropriate year, but if you use an independent … [Read more...] about How to think about the Spousal IRA deduction gap

The SECURE Act is headed into law; small employers get a few handouts

December 20, 2019 by indyfinance Leave a Comment

Become a Patron! I've written extensively about the hilariously-named SECURE Act, which sailed through the House but was frozen in the Senate while Ted Cruz extorted his colleagues to allow wealthy Texans to make tax- and penalty-free withdrawals from their 529 accounts for "homeschooling" expenses. Contrary to some early reporting, that provision does not seem to have made … [Read more...] about The SECURE Act is headed into law; small employers get a few handouts

Donor-advised funds are in the news, here’s why it matters

December 19, 2019 by indyfinance 4 Comments

Become a Patron! Attributing quotes to famous dead people is, as the great Greek poet Homer is said to have once remarked, one of mankind's oldest storytelling traditions. In that spirit, I want to pass along Margaret Thatcher's famous answer when asked to name her greatest achievement in office: "Tony Blair and New Labour. We forced our opponents to change their … [Read more...] about Donor-advised funds are in the news, here’s why it matters

Strategies to pay for an early retirement

December 3, 2019 by indyfinance 7 Comments

Become a Patron! Last month I got to spend some time with a relation who recently left a high-powered tech job, and who asked for some advice about financing a more or less indefinite period of unemployment. I am strongly opposed to mixing money and family, but I eventually relented and offered some ideas in general terms about how I would advise someone who came to me in … [Read more...] about Strategies to pay for an early retirement

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