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The Boring Newsletter, 6/14/2026

401(k) Summer School: You Won’t Owe Taxes If You Swap Investments Inside Your 401k Hi Friendos, 401k summer school continues and here on Flag Day we have a short lesson that brings positive news. Lesson 5: You will not owe any taxes if you swap investments inside your 401k. Let’s say you own Fund A […]

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The Boring Newsletter, 7/29/2023

Anatomy of a 1040, Class 7 Hi Friendos, Today in our seventh summer school class, we’ll discuss just one line of Form 1040. Line 8 sounds so simple, “Other income from Schedule 1, line 10,” but there is so much action there! By the time we get to line 8, we’ve already provided information about […]