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…
Tag: Investments
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…