If you read the About Me page, you’ll see that I have a law degree. And while I find that relevant to what I’m saying, you should know that I’m not your lawyer. Nor am I a financial advisor, accountant, CPA, planner, or anything related. Nothing I say on this site should be understood as legal or any other type of advice. Rather, everything is for entertainment purposes only. I’m sharing my experiences and general knowledge, but am not providing a specific recommendation to anyone.
Nor do I guarantee that anything or everything on this site is accurate. Everything is stated generally, and remember that in this world, in particular in the areas of law, tax, accounting, and investments, there are exceptions to general rules, and exceptions to those as well. And things change – all the time in fact – and I can’t keep up with them. So before you make any plan or take any action, don’t rely on the information you find on this site, and always make sure you verify that what you’re doing is accurate. And talk to a real professional if you need actual advice. Only a true professional with knowledge of your specific factual circumstances can provide tailored advice that’s for more than just your entertainment.
All of this is especially true with respect to tax advice. If you want a real thorough bulletin on it, find and read something called IRS Circular 230. One of the main points of this Circular is that you can’t rely on certain information, such as the general information on this site, to contest a tax penalty. This means that if you do have a tax issue, feel free to read this site for information on general concepts, but make sure you receive tailored professional advice specific to your tax situation. It’s the only way you can come close to assuring yourself of the right outcome.
The FIRE Investor's Guide to Early Retirement 