#retirement

2 articles found

FIRE in 2026: Savings Rate Math, Safe Withdrawal Rates, Health Insurance, and Early Access to Retirement Money
#personal finance#investing#retirement

FIRE in 2026: Savings Rate Math, Safe Withdrawal Rates, Health Insurance, and Early Access to Retirement Money

FIRE math for 2026: savings rate vs. years to FI, withdrawal rate research, sequence risk, the ACA subsidy cliff, and penalty-free access before 59½.

Jan 18, 20268 min read
Tax-Efficient Investing: Fund Choice, Asset Location, and What Each Holding Costs You in Tax
#investing#wealth management#tax strategy

Tax-Efficient Investing: Fund Choice, Asset Location, and What Each Holding Costs You in Tax

ETF vs mutual fund payouts, qualified dividends, foreign tax credits, munis at 2026 brackets, and a 20-year test of where to hold stocks and bonds.

Jan 14, 202612 min read