Archive for the ‘@Fairmark’ Category

Coming Soon: Go Roth! 2012

July 26, 2012

We’re pleased to announce that a new edition of Go Roth!, our comprehensive guide to Roth IRAs and Roth accounts in employer plans, will be available by the end of August. This update includes important new developments such as in-plan conversions, and adds five new chapters to cover all kinds of strategies. We pushed hard to get it out in time for people to use in planning for conversions ahead of the tax increases scheduled for 2013.

More info: Go Roth!

ETFs and Wash Sales

December 15, 2010

We’re quoted in this article on discussing the use of exchange-traded funds (ETFs) to restore balance in a portfolio during the 31-day waiting period to avoid a wash sale following a stock loss.

Note: Right here of you’ll find a complete guide to all aspects of the wash sale rule.

WSJ Quotes Our Author

November 1, 2010

Today’s Wall Street Journal quotes Kaye Thomas,’s author, in an article on tax loss harvesting. His expertise was requested on the question of when different securities, and in particular, different ETFs, might be considered substantially identical for purposes of the wash sale rule.

That Thing on Kindle

August 3, 2010

We’re pleased to announce that our book on principles of investing, That Thing Rich People Do: Required Reading for Investors, is now available in a Kindle edition for just $6.95. Don’t have a Kindle? No problem, offers free apps that let you read Kindle books on many devices including a PC, Mac, iPad, iPhone or Android. Everything you really need to know about investing is packed into this short, readable book that’s now available for less than the average cost of a movie ticket.

Recommending “That Thing”

July 16, 2010

In response to a question about how recent college graduates can learn about investing, Money Magazine recommends our book That Thing Rich People Do as a book that “inform[s] you about investing principles.”

Free Copy of “That Thing”

July 11, 2010

For an opportunity to win a free copy of our new book on investing, That Thing Rich People Do, read a review of the book and details of the giveaway on the website Engineer Your Finances. And while you’re there, poke around the website for an interesting perspective on personal finance.

Reviews for “That Thing”

June 26, 2010

Our book on investing, That Thing Rich People Do, continues to attract favorable reviews:

The Wild Investor says the book “does a great job of covering the basic foundation of investing and acting as the textbook to growing your money” and offers “the easiest way to learn how to build wealth.”

Stockerblog — The Stock Market Blog likes that it is “written with lots of humor to keep the reader interested” and offers rules for succes that “anyone can follow,” and says the book “would make a great gift.”

Personal Finance Firewall offered a free copy of the book to its readers and it turned into their most successful giveaway.

Friday Wrapup

June 18, 2010

It’s been a busy week in the world of taxes and investing. Here’s a wrapup of happenings in Congress, guidance from the IRS, and what’s going on here at (more…)

Win a Free Copy

June 9, 2010

Jesse Michelsen, a young computer technician (and husband and father) blogs about money at a fine website called Personal Finance Firewall. He was kind enough to review our new book, That Thing Rich People Do, and he’s giving away a copy to an individual randomly selected from among those who respond to his request for comments on retirement planning at the end of the review. Take a look and you may win a free copy of our book while introducing yourself to an interesting blog.

Just Bragging

June 8, 2010

The Midwest Book Review, a respected independent reviewer, has given a five-star review to our new book on investing, That Thing Rich People Do, calling it “a top pick for any aiming to get money and keep it.” The full review is posted at

Sign up for our FREE NEWSLETTER