John H. Robinson, Financial Planner (May 2025) Tax loss harvesting (TLH)-the practice of selling depreciated assets to offset capital gains and reduce tax liability-is widely promoted as a … [Read more...] about Challenging the Merits of Tax Loss Harvesting
Retirement Planning
Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
By J.R. Robinson, Financial Planner (April 2025) “Yay- Another article about esoteric tax rules!"... said no one ever. Nonetheless, I have written this one because it keeps popping up as … [Read more...] about Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
Why the 4% Retirement Spending Rule Needs to Be Retired
Why the 4% Retirement Spending Rule Needs to Be Retired
By John H. Robinson, Financial Planner (February 2025) In 1994, a California financial planner named William Bengen published a seminal paper in the Journal of Financial Planning titled, … [Read more...] about Why the 4% Retirement Spending Rule Needs to Be Retired
What Makes Our Retirement Simulator Software Better Than Traditional Monte Carlo Applications
What Makes Our Retirement Simulator Software Better Than Traditional Monte Carlo Applications
A video showing what makes Nest Egg Guru's Retirement Simulator Software better than traditional Monte Carlo applications. … [Read more...] about What Makes Our Retirement Simulator Software Better Than Traditional Monte Carlo Applications
Mint vs eMoney
Mint vs eMoney
By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to consider migrating to … [Read more...] about Mint vs eMoney
