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

Do I own my own mutual fund?

I fired my financial advisor, only to find that I now own my own a mutual fund of 80 stocks. So if you were wondering what happens if you stick your head in the sand. Now you know. This is what happens when you hire a financial advisor, trusting that person without delving into how… Continue reading Do I own my own mutual fund?