Practical Tax Insights & EA Exam Resources from a U.S. Enrolled Agent
Retirement is not a single moment, but a journey that begins long before work ends and continues into life after it.
This category reflects on money, health, and life beyond work—not to offer perfect answers,
but to document the questions and decisions along the way.
Long-term care planning isn’t about illness. It’s about protecting independence, control, and choices throughout retirement — even if you’re healthy today.
Survivor benefit timing and switching strategies can significantly affect lifetime Social Security income.
A beginner-friendly guide to opening a Vanguard brokerage account, funding it, and understanding 1099 tax reporting in 2026.
A tax-focused overview of annuity features often overlooked in retirement planning — including liquidity limits, income base misconceptions, layered fees, and real-world tax treatment.
An immigrant mom and Enrolled Agent shares how contributing $14,500 to an IRA between 2022–2024, then reinvesting covered-call dividends in 2025, transformed anxiety into confidence — without claiming investment success.
Annuities aren’t just investments. Learn how annuities work, how they’re taxed, and when they function as retirement income.
As retirement approaches, IRS-confirmed 2026 contribution limits change how the numbers feel — and how we plan.
A calm, numbers-based guide to U.S. retirement milestones, helping you understand where you stand and what comes next.
A reflective look at why choosing where to live after retirement can be especially complex for immigrants.
A calm, practical guide for U.S. readers exploring how much they may need to retire comfortably on $5,000 per month using the 4% rule.