Larry's Substack Articles
Substack articles on various topics by Larry Kotlikoff
MaxiFi Planner Can Save Your Kids, If Not Your Marriage Read the Article
Mon, 7 Apr, 2025 at 1:29 PM
Ending WEP and GPO means $, $$, or $$$ to millions of retired or retiring state and local workers. It also represents a major incentive to work part career ...
Mon, 6 Jan, 2025 at 1:57 PM
Optimal Roth Conversions Are Extremely Non-Linear Making Global Search, Not Rules of Thumb Essential Non-Linearity Is Our World — Physically and Fina...
Wed, 1 Jan, 2025 at 7:48 PM
Quick financial planning is not just quick, it’s quick and fill in the blank. There are too many first-order factors involved in decisions — like when and h...
Mon, 16 Dec, 2024 at 11:05 AM
MaxiFi's Roth Conversion Optimizer Is a Must Try. Read the Full Post
Mon, 9 Dec, 2024 at 12:35 PM
MaxiFi Planner's new Roth Conversion Optimizer is uniquely able to precisely calculate lifetime-tax minimizing conversions. Its frequent answer: Convert...
Mon, 9 Dec, 2024 at 12:32 PM
The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...
Wed, 14 Aug, 2024 at 10:03 AM
This article is highly critical of Wall Street’s conventional financial planning, in general, and Fidelity Investments’ financial planning, in particular. B...
Wed, 14 Aug, 2024 at 10:02 AM
Like much of the world, Wall Street is psyched about AI, specifically using its deep learning to help sell “advanced” advice and financial products. Accordi...
Wed, 14 Aug, 2024 at 9:45 AM