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Topics and sources

  • A Field Guide To Personal Finance
  • Property sale tax
    • https://www.visionretirement.com/articles/newjerseyexittax
    • https://www.nj.com/news/2022/01/how-much-tax-will-i-owe-nj-when-i-sell-my-home.html
  • https://www.bolicoli.com/
  • https://www.investopedia.com/ask/answers/022916/what-502030-budget-rule.asp
    • http://fiftythirtytwenty.com/
  • https://liveitfull.com/blogs/news/the-21-rules-of-money
    • https://www.scribd.com/document/341616225/The-21-Absolutely-Unbreakable-Laws-of-Money-by-Brian-Tracy
  • Why most financial plans fail? - because we make it unnecessarily complicated. Measure your financial health.

Loan to a friend

IRA Early withdrawl

  • Blended rate

Long term capital gains

  • Topic No. 409, Capital Gains and Losses
  • https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-short-term-vs-long-term-capital-gains-taxes-brokerage-accounts-etc/L7KCu9etn
  • https://www.bankrate.com/investing/long-term-capital-gains-tax/#real-estate
  • https://smartasset.com/taxes/how-to-avoid-capital-gains-tax-on-business-sale

Residential Assisted Living

Other topics

  • Personal Loan Deferment

Last update: May 2, 2024