It's hard to believe that Thanksgiving is right around the corner. But with six weeks left before the end of the year, there's still plenty of time to do some financial housekeeping. Below are seven recommendations: 1. Visit your CPA: During tax season, accountants are so inundated with work [...]
Super-funding your Roth IRA
I have a question for you: What is your favorite tax rate? This is not intended as a trick question. If you're like most people, your favorite tax rate is probably zero. While a 0% rate is great, however, it's not easy to achieve. There is really just a handful of ways to create tax-free income. If [...]
The Roth conversion question
Last week, my ten-year-old son and I had a chance encounter with the commissioner of the Boston Police Department. After saying hello, he bent down and offered my son this advice: “Stay in school,” he said, “and listen to your parents.” Oftentimes, the recipe for success is just that simple. When [...]
Three questions
Not long ago, I ran into my friend Martin, who works as a cardiologist at a local hospital. In the course of our conversation, I commented on the construction equipment outside his facility and asked what they were building. His answer surprised me: “Building? No, they're actually un-building.” He [...]
Numbers worth your attention
A while back, I remember speaking with an industry colleague about a company that had been in the news. He told me that he liked the company's stock and that, in fact, he had bought it for the mutual fund that he managed. Then he added, parenthetically, “I owned it, then I sold it, then I bought it [...]
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