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Daniel J. Stefanski, EA Profile picture
Daniel J. Stefanski, EA
@danjstefanski
Fee-Only Financial Planning for the Professionally Accomplished • Associate Wealth Planner at MY Wealth Planners • IRS Enrolled Agent
Aug 19, 2025 • 24 tweets • 4 min read
Two people retire with identical portfolios

One thrives while one ends up with nothing

This is the power of "Sequence of Returns Risk"

The greatest threat to new retirees

Let’s talk about how to fight it🧵 Image
Image You can do everything right during your career

→ Live modestly
→ Work hard
→ Save for retirement

You finally decide to retire

Then a month into retirement the market crashes...

What now?
Aug 8, 2025 • 17 tweets • 4 min read
Most people don’t understand the tax code

As an Enrolled Agent, I study it so you don’t have to

These 12 threads break down the essentials to know:🧵 First, while most people know what a CPA designation provides

I find less people are aware of the EA designation

An Enrolled Agent is a tax advisor who has unlimited representation rights for taxpayers before the IRS

Enrolled agent status is the highest credential awarded by the IRS