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Posts by category

• Category: Best Investment Strategy
  • Tactical asset allocation and market timing
  • Concentrated holdings increase portfolio risk
  • Measure Your Investment Portfolio Diversification
  • Whole stock market investments versus strategy skews
  • Choose the broadest available whole market diversification
  • Investment Risk Tolerance Questionnaire
  • Asset Allocation Strategy
  • Best Investment Strategy
  • Diversification and the credit crisis
• Category: Budgeting and Forecasting
  • The Value of Future versus Current Consumption
  • Monthly Budget Planner Worksheet
• Category: College Savings Calculator
  • Career Education Financial Planning
  • Going Back to College
  • College Savings Calculator
• Category: Contact
  • Contact Form
• Category: Debt Payoff Planner
  • Debt Payoff Software
• Category: financial planning
• Category: Income Planning
  • Lifetime Income Projections
• Category: Investment Growth Calculator
  • Long-term compounded real dollar and inflationary returns for the U.S. cash, bond, and stock asset classes
  • Projecting the size of your future estate
  • Personal financial planning best practices
  • Retirement Investment Calculator
  • Investment Risk and Return
  • Asset Allocation Calculator
  • Stock Asset Allocation
  • Fixed Income Investing
  • Cash Asset Allocation
  • Lifetime Investment Fees
• Category: Lifetime Savings Calculator
  • Lifetime Savings Rate Calculator
  • Savings and Withdrawal Rates
• Category: Medicare
  • Medicare IRMAA calculator projects premium subsidy reductions
• Category: Mutual Funds and ETFs
  • Economic ETF trade size cost considerations
  • Are ETF expenses really lower than mutual funds?
  • ETFs are for experienced securities traders
  • Exchange-traded funds (ETFs) versus mutual funds
  • Where to buy investment funds
  • Buy investment funds through low cost channels
  • Buying low cost mutual funds and ETFs
  • Too few low cost mutual funds and ETFs
• Category: Personal Financial Planning
  • Guard Your Credit from Financial Identity Theft
  • Protect Your Financial Security
  • Financial Planning and Identity Theft Prevention
• Category: Real Estate Planning
  • Instead of non-traded REITs, buy publicly-traded REIT index mutual funds and ETFs
  • Non-traded REITs – relatively lousy investments
  • Home Buying Calculator
• Category: retirement planning software
  • Category: Convert to Roth in retirement
    • Which Roth conversion ladder and Roth contribution strategies are more likely to pay off?
    • After Roth contribution or Roth conversion taxes have been paid, are Roth assets more valuable than traditional retirement assets?
    • Using VeriPlan’s year-by-year Roth conversion calculator
    • Converting to Roth after retirement versus making Roth contributions while working
• Category: Retirement Savings Calculator
  • Traditional and Roth estate planning with the SECURE Act of 2019
  • Roth Estate Planning Strategies
  • Traditional Versus Roth IRA Decisions
  • Income in Retirement Planning Calculator Software
  • What should your lifetime IRA, 401k, and Roth contribution strategies be?
  • IRA, 401k, and Roth IRA Retirement Planning
  • Tax-Advantaged Retirement Investment Planning
• Category: Roth IRA Account
  • Roth Conversion Analysis Software and Optimal Strategy
  • Roth IRA Conversion Tax Calculator Software
  • Roth Conversion Planning Software Evaluation
  • Roth IRA Conversion Calculator Excel
• Category: Social Security Calculation
  • Deciding when to begin initial Social Security retirement payments
• Category: Tax Planning Software
  • Automated Tax Projection Features in VeriPlan
  • How US federal long term capital gains taxes are calculated – part 2
  • How Long-term Capital Gains Taxes are Calculated
  • 401k Fees and Expenses
  • Retirement tax calculator and lifetime tax planning software for individuals
  • Annual Tax Calculator
  • Municipal Bonds and Marginal Income Tax Rates
  • Retirement tax optimization strategy
• Category: VeriPlan Overview
  • Financial planning Excel worksheet — VeriPlan Annual version enhancements from 2006 through 2024
  • A Brief History of VeriPlan
  • Comprehensive Retirement Calculator: How to Use the VeriPlan Financial Planner
  • VeriPlan Overview 7: Satisfaction Guarantee, Documentation, and Household License
  • VeriPlan Overview 6: Ten Automated Lifetime and Retirement Calculator Tools
  • VeriPlan Overview 5: Federal, State, and Local Tax Projections
  • VeriPlan Overview 4: Your Investment Portfolio Projections
  • VeriPlan Overview 3: Your Income and Debt Projections
  • VeriPlan Overview 2: Organization and Graphics
  • VeriPlan Overview 1: Personal Finance Decisions
• Category: VeriPlan Videos
  • Best Personal Retirement Planning Software for Consumers
  • Retirement Financial Planning Software for Consumers