I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
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%.)
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.
Ever wonder how long your savings would last if you retired right now? You may be surprised by the answer!
Everything you need to know about health savings accounts: the most tax-efficient retirement instrument in existence.
Need to open a solo retirement account? Solo 401k is likely your best option because it lets you shield the most money from taxes.
Contribute to a traditional account upfront, then slowly convert to a Roth AFTER you retire. This lets you get the best of both worlds.
I’ll show you how to earn some quick money by simply paying your taxes.
The capital gains tax exclusion on real estate home sales can save you a ton on taxes. Learn how it works here.
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.