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Resources
Curated external resources for tax-aware investing, real estate tax strategy, and high-income tax planning.
Educational content only. This article is for informational purposes and does not constitute tax, legal, or investment advice. Tax rules are complex and fact-specific — consult a qualified CPA, EA, or tax attorney before acting.
Official sources
- IRS Publication 527 — Residential Rental Property
- IRS Publication 550 — Investment Income and Expenses
- IRS Publication 946 — How to Depreciate Property
- IRS Topic 425 — Passive Activities
- IRS Form 8582 Instructions — Passive Activity Loss Limitations
Investing fundamentals
- Bogleheads Wiki — Index fund investing philosophy and tax efficiency
- Bogleheads — Tax-Efficient Fund Placement
- Bogleheads — Tax-Loss Harvesting
Real estate
Retirement accounts
- IRS — IRA Contribution Limits
- IRS — One-Participant 401k Plans
- IRS Publication 969 — Health Savings Accounts (HSAs)
Resources are curated for accuracy and source quality. This list is updated periodically but may not reflect the most recent IRS guidance. Always verify against the current official source.