What is Rule 72(t)? IRS Rule 72(t) refers to a section of the IRS code outlining Substantially Equal Periodic Payments (SEPP). This is not…
Category: Financial Independence
Financial Indepdence
In January of 2018, I posted my internal debate of working One More Year. Financial independence was inevitable and I was faced with two…
Is it possible to have too much money in the HSA in early retirement? What are we doing with ours post-FIRE
So much of planning for financial independence and early retirement involves spreadsheets, sequence of return risk, and figuring out exactly when there will be enough…
I recently received this question in the comment section from a reader: “In order to have a taxable account built up, was there a year…
What questions did readers have about two years of Financial Independence? Healthcare and what would I have changed about the journey.
April 16th marked two years since I exited my employer for the last time. It’s been a fun ride and one I plan on continuing! …
I’ve been doing a bit of coaching for friends and referrals from friends in the financial independence space and a common trend keeps coming up. …
Today we revisit the most popular case study I’ve ever published: A conversation with the Landshark. How did 2020 go for the Landshark? What…
You may have noticed the blog turned quiet over the past month. Unfortunately during the second week of December, I had an involuntary job thrusted…