The recent passage of the healthcare overhaul has prompted me to look closer at the issue of early retirement. There is a choice to work less and spend more time with family. Or even retire early and have the government subsidies your health care insurance by keeping income levels below 4x the poverty rate (see [...]
As far as I know, California state has raised the tax withholding rates twice this year. The first was for payrolls starting from May 2009 and the second is for payrolls starting from November 2009. The latest increase is reported in this LINK.
If I remember correctly, the increase in May 2009 was due to the [...]
My portfolio is currently allocated as follows:
US LargeCap 11%
US SmallCap 8%
US REITs 4%
US Timber REITs 4%
US MLP (PIK dividends only) 4%
INT EAFE 20%
INT Emerging Market 11%
PreciousMetal Equity 5%
Fixed Income 33%
The ranking of the asset classes, in terms of tax efficiency (based on historical dividends), are as follows (most tax efficient at the top):
US MLPs EEQ [...]
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