2021 Tax Planning – avoiding capital gains tax in retirement with TaxCaster

How we plan to pay $0 in taxes in 2021 This is neither tax nor investment advice and is for informational purposes only. One of the big challenges that I have had in my first year in early retirement is managing taxes and capital gains. You would think that taxes wouldn’t be such for someone… Continue reading 2021 Tax Planning – avoiding capital gains tax in retirement with TaxCaster

Book Review | The Simple Path to Wealth by JL Collins

Photo Credit: AccidentallyRetired.com

Highlights and Quotes from The Simple Path to Wealth by JL Collins The Simple Path to Wealth by JL Collins, lives up to the hype, plus some. The Simple Path to Wealth is written by JL Collins for his daughter. His goal for his book was to have something to give to her when she… Continue reading Book Review | The Simple Path to Wealth by JL Collins

5 years of maxing my 401(k) will make me ~$1.4M by the time I can withdraw

Maxing out your 401(k) will supercharge your wealth Look, I’ve never lauded myself as a financial expert. I’m not. I see people arguing on social media all day about whether to invest in your 401 (k), Roth IRA or a Taxable account. Certainly there are always edge cases, but when you receive a company match,… Continue reading 5 years of maxing my 401(k) will make me ~$1.4M by the time I can withdraw

Celebrating 1 year of early retirement

Photo Credit: Accidentally Retired

Today, I am officially celebrating my 1 year anniversary of leaving my CEO gig to retire early!!! I honestly cannot believe that it has been a year since I left my job and headed out to my mini-retirement. You guys know how the story goes…guy leaves CEO gig to take a 6 month mini-retirement. He… Continue reading Celebrating 1 year of early retirement

Asset Based Mortgage: How to get a mortgage in retirement or with no current income

How to get a mortgage with your assets, even with no income and/or retired. Are you retired and trying to refinance or buy a new house? Or maybe you are NOT retired, but have assets to cover a home purchase, but currently have no income? What you are looking for is called an Asset Depletion… Continue reading Asset Based Mortgage: How to get a mortgage in retirement or with no current income