I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
How Social Security Works: The Ultimate Guide For Laypersons (updated for 2023)
How Social Security benefits work, how it’s calculated and taxed, how a job impacts Social Security, spousal/survivor benefits, and the looming Social Security shortfall. (Hint: Best to save as much as possible and not rely on it 100%.)
Tax loss harvesting and tax gain harvesting step by step (updated for 2023)
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
Retirement withdrawal calculator: How long will your savings last in retirement? (updated for 2023)
Ever wonder how long your savings would last if you retired right now? You may be surprised by the answer!
Health Savings Accounts: Contribution Limits, Eligibility Rules, Benefits (updated for 2023)
Everything you need to know about health savings accounts: the most tax-efficient retirement instrument in existence.
What is a Solo 401k? And Why It Beats All Other Retirement Accounts (updated for 2023)
Need to open a solo retirement account? Solo 401k is likely your best option because it lets you shield the most money from taxes.
Traditional vs. Roth? How to double-dip on the tax benefits of BOTH (updated for 2023)
Contribute to a traditional account upfront, then slowly convert to a Roth AFTER you retire. This lets you get the best of both worlds.
How to make money from paying your taxes
I’ll show you how to earn some quick money by simply paying your taxes.
Avoiding capital gains tax on real estate: how the home sale exclusion works (updated for 2023)
The capital gains tax exclusion on real estate home sales can save you a ton on taxes. Learn how it works here.
How to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all (updated for 2023)
A step-by-step guide on how to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all.