JoeTaxpayer writes about Finance, Investing, Retirement, Taxes, Estate planning, and other topics on Personal Finance.

Owner: JoeTaxpayer

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Tags: taxes, retirement, investing, estate-planning

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Latest Blog Posts for JoeTaxpayer

  • Big Tax Refunds Are Really Bad
    on Feb 22, 2016 in Taxes
    I’ve been spending time at Money.Stackexchange as a moderator and top poster. Recently I ran into a bit of pushback on what I thought was an obvious question. Why does my tax refund need to be as close to zero dollars as possible? Now, of cour...
  • Thoughts on 2015
    on Jan 4, 2016 in Misc new year
    2015 is now in the history books. As I was prepping for our annual New Year’s eve party, I heard CNBC in the background, “The S&P 500 was down 3/4 of a percent for the year, the worst year since 2008.” True, I suppose, but the t...
  • 2015 Year End Tax Tips
    on Dec 28, 2015 in Taxes new year tax
    The end (of 2015) is near. Still, you can do a lot to help your finances before the ball drops on Thursday and we ring in the new year. Let’s look at some of my top year end tips – The Charitable RMD is now an option that will be availab...
  • Congress, you owe me Dinner and a MovieI don’t know where I first heard this expression, it might has been a movie line, or it might have been uttered in response to a very bad business proposal. The full line is, “if you’re going to screw me, the least you could do is t...
  • Tax Loss Harvesting
    on Nov 2, 2015 in Taxes capital gain stock
    I’ve been known to use the expression, “Don’t let the tax tail wag the investing dog.” I stand by that remark. If you own a stock and it’s time to sell since it no longer is a stock your own criteria would justify, by al...
  • 2016 Tax Rates Announced
    on Oct 26, 2015 in Taxes tax rates
    The 2016 tax rates have just been announced by my friends at the IRS. My friends? Well, to be sure, they are not the enemy. The IRS enforces the tax code. You know who writes it? Congress. So whenever there’s a change in the code or something y...
  • The Exaggerated Income Gap?
    on Aug 24, 2015 in Wealth income wealth
    That was the title of a Barron’s article this past week. There’s been more and more press about the gap between the rich and the poor. In my work as a real estate agent focussing on renting to low income people, I see people who aren̵...
  • Christie’s Plan to Screw Your Retirement
    on Aug 10, 2015 in Retirement Social Security saving
    It’s already election season, and we have 15 months to look forward to our politicians each jockeying for position, name calling, debating, all the way to the final two (or three?) we can choose from in November 2016. I am a personal finance bl...
  • Leaving a Job? What to do with your 401(k)
    on Jul 9, 2015 in Retirement 401(k) IRA
    I was listening to my local news station when a segment came on, a 5 minute bit of money advice with a local author and financial planner, Jonathan Pond. I like his conservative approach. What’s unfortunate is that a quick few minutes to discus...
  • I got rich on credit card points
    on May 18, 2015 in Credit dave ramsey
    The David (as I fondly call the entertainer Dave Ramsey) is known for his hyperbole. And his “my way or the highway” view on all things financial. One of his more memorable quotes is “No one ever says they got rich off of credit car...
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