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Tax Mistakes Part 2: How I messed up the Foreign Tax Credit and overpaid $893 (and how I’ll recover it)
In Part 2 of my tax mistakes series, I explain how quirks of the TurboTax UI led me to miss out on $893 in foreign tax credits from my international stock ETFs. I also explain how I fixed the mistake by amending my taxes, and how you can avoid making the same mistake. Read more
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How to Pay Large Tax Bills with a Credit Card, and Profit Doing It ($115k Tax Bill = $4,382 Profit)
There’s plenty of great advice on the internet on how to pay your taxes with credit cards, and why it’s profitable (cash back and sign up bonuses!). In this post, I go beyond those basics and explain the logistics of profitably paying 10’s or 100’s of thousands of dollars in taxes on credit cards. Read more
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My Optimizing Failures and Lessons
I love optimizing all things personal finance. Overall, I think this habit has paid off for me in many ways. Sometimes, however, it burns me instead. Here are a few examples of the ways in which I’ve failed when attempting to optimize, and the lessons I learned from them. Read more
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Quantifying the Value of Personal Finance Optimizations (or: How to Make $43,608 in Under an Hour)
Ever wondered about the actual value —in dollars— of all the personal finance optimizations you’ve heard of? I went through and calculated the dollar value of common (eg. investing, 401ks) and uncommon (eg. Mega Backdoor Roth, paying taxes with a credit card) optimizations to help show you which are most worth your time! Read more
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Emergency Funds Part 3: Modeling Expected and Worst Case Scenarios
In Part 3 of the Emergency Funds series, we look at the hard numbers. I model out just how much money I stand to make and lose in my expected and worst case scenarios, and I share a spreadsheet you can use to do your own modeling. Read more
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Emergency Funds Part 2: Improvements, Criticisms, and Misconceptions about not Having One
In Part 2 of the Emergency Funds series, we discuss: additional reasons to have an emergency fund, dealing with market crashes and employment loss concurrently, which assets to sell, current interest rates, compounding losses, and other feedback readers had on Part 1. Read more
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TC Tailwind 