I’m disclosing a detailed look inside the FIREy portfolio 4+ years after leaving my corporate job.
Tag: Investments
We’re going to explore finding passive income and total return using (bank) preferred stock. But first, what is preferred stock? I’ll let my AI friend…
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,…
It’s been just over four years since I handed in my notice to the MegaCorp where I spent my entire professional career. April 19th,…
The tax rate paid is lower but the lifetime taxes paid start climbing higher. With regard to lifetime tax liability, there’s a sweet spot in the conversion strategy for most early retirees: Don’t go so quick that it triggers tax rates higher than 24% federal, but don’t go so slow on the conversions that investment earnings outstrip any progress on lowering the pre-tax account balances.
I recently picked up a copy of Mastering the Market Cycle by Howard Marks from my local library after receiving multiple recommendations on reading. I’ll…
The first quarter of 2019 was a great quarter, not just because I delivered my retirement notice, but also because the market rebounded from its…