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By Blog: The FI Tax Guy

The FI Tax Guy

  • The Quirky Roth IRA MAGI Rule and In-Plan Roth Conversions

    July 17, 2026

  • The Roth Conversion Windfall Problem

    July 13, 2026

  • Roth IRA Distributions in Early Retirement

    June 29, 2026

  • Can You Find the Hidden Roth IRA?

    June 15, 2026

  • Roth 401(k) vs Roth IRA

    June 2, 2026

  • California Umbrella Insurance

    May 26, 2026

  • Roth IRA Withdrawals

    May 21, 2026

  • Spreadsheets Don’t Answer Every Personal Finance Question

    April 20, 2026

  • Five Phases of Retirement: Sean’s Presentation at the 2025 Bogleheads Conference

    March 16, 2026

  • IRA Basis Isolation Revisited

    March 10, 2026

  • What are the Risks of a 72(t) Payment Plan?

    February 10, 2026

  • Understanding Your Form 1099-DIV

    February 6, 2026

  • Retire on 72(t) Payments

    January 27, 2026

  • The Spousal IRA

    January 20, 2026

  • The Widow’s Tax Trap and RMDs

    January 5, 2026

  • 2026 Backdoor Roth IRA Timing

    December 29, 2025

  • The Backdoor Roth IRA After an Excess Contribution to a Roth IRA

    December 16, 2025

  • 2026 ACA Premium Tax Credits: Embrace Solutions!

    October 27, 2025

  • 2025 Year-End Tax Planning

    October 20, 2025

  • Tax Planning To and Through Early Retirement Launch Day

    September 23, 2025

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