All homeowners out there thinking of selling their house — and even home buyers who just want to learn how to be tax-efficient — can get a LOT of value from understanding the intricacies of how this part of the tax code works.
In this post, I’ll show you how I have made buying a home in the Bay Area pay off handsomely. If you also live in a high-growth real estate market, you may be able to incorporate some of the same learnings to analyze whether investing in real estate can pay off for you, too.
Get our step-by-step screenshots on how to do tax loss/gain harvesting
Almost there! Where should I email your bonus cheat sheet screenshot walkthrough?
High-five! Check your email for a link to get the bonus cheat sheet screenshot walkthrough. (If you don't see an email from me, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download my sample will template
Almost there! Where should I email your sample will template?
High-five! Check your email for a link to download my sample will template. (If you don't see the email, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download my sample trust agreement template
Almost there! Where should I email your sample trust template?
High-five! Check your email for a link to download my sample trust agreement template. (If you don't see the email, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download this post for quick reference later
Almost there! Where should I email the post?
High-five! Check your email for a link to download my post on the Trump tax bill and how it affects wealth hackers and early retirees. (If you don't see the email, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download this post for quick reference later
Almost there! Where should I email the post?
High-five! Check your email for a link to download the post "2019 federal income tax brackets and retirement contribution limits." (If you don't see the email, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our spreadsheet template to calculate exactly how much life insurance you need
Almost there! Where should I email your spreadsheet template?
Nice! Check your email for a link to our Life Insurance Calculator Spreadsheet. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our spreadsheet template to help you plan your remodeling project
Almost there! Where should I email your spreadsheet template?
Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our scheduling tracker spreadsheet template to help you stay on top of your home remodeling project
Almost there! Where should I email your spreadsheet template?
Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download this post as a PDF for quick reference later
Almost there! Where should I email your PDF?
High-five! Check your email for the PDF version of "2018 federal income tax brackets and retirement contribution limits." (If you don't see an email from me, check your spam box and mark "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Watch my Free Video Tutorial: How to Analyze a Rental Property (What to Look For)
Almost there! Where should I email your video tutorial?
High-five! Please check your email for my video tutorial: "How to Analyze a Rental Property (What to Look For)" (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam, ever. Unsubscribe anytime.)
Get the Retirement Calculator...with circular formulas!
Almost there! Where should I email your spreadsheet template?
High-five! Please check your email and click the link to get my Retirement Withdrawal Calculator (with circular formulas). (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our Retirement Withdrawal Calculator to see how long your savings will last in retirement.
Almost there! Where should I email your spreadsheet template?
High-five! Please check your email for my Retirement Withdrawal Calculator to help you analyze how long your savings will last in retirement. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Looking to sell your house? I'd like to buy it! (house, duplex, triplex, multi-family, or apartment building)
Get my real estate valuation spreadsheet to quickly compare properties side by side
Almost there! Where should I email your spreadsheet?
High-five! Please check your email for my real estate valuation spreadsheet to quickly compare properties side by side. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Shall I Reserve Your Seat?
My brand new, live training is gonna be action-packed, and I’ll show you step-by-step how I created a rigorous tracking system to grow my savings like a weed.
[wysija_form id=”21″]
(No spam or BS, ever. Unsubscribe anytime.)
Download this post as a PDF for quick reference later
Almost there! Where should I email your PDF?
High-five! Please check your email for the PDF version of "Health savings account rules and strategies." (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download this post as a PDF for quick reference later
Almost there! Where should I email your PDF?
High-five! Please check your email for the PDF version of "Solo 401k: why it beats a SEP, SIMPLE, IRA, and Roth IRA." (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our Google spreadsheet to see how much you’ll personally save with a tax-deferred upfront strategy
Almost there! Where should I email your spreadsheet?
High-five! Check your email for the spreadsheet to quickly see (60 seconds) how much you’ll save with a tax-deferred upfront strategy. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get our Retirement Savings Calculator spreadsheet to see how much you need to retire. Useful insights in less than 2 minutes.
Almost there! Where should I email your spreadsheet template?
High-five! Please check your email for my Retirement Savings Calculator to analyze how much you need to retire and how soon you can retire. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Download this post as a PDF for quick reference later
Almost there! Where should I email your PDF?
High-five! Please check your email for the PDF version of "How to avoid capital gains taxes when selling your house." (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get the exact spreadsheet I created to help you analyze the monthly cost of owning vs. renting your home
Almost there! Where should I email your spreadsheet template?
High-five! Please check your email for the spreadsheet I created to help you analyze your monthly cost of owning vs. renting your home. (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get the checklist, links, and spreadsheet I created to help you take a year off, earn 6 figures, and pay zero taxes
Almost there! Where should I email your freebies?
High-five! Check your email for my checklist to help you take a year off and pay zero taxes on 6 figures income. You’ll also get my spreadsheet to help you verify your zero taxes! (If you don't see an email from me, please check your spam box and mark it "not spam.")
(No spam or BS, ever. Unsubscribe anytime.)
Get the exact spreadsheet template I created to analyze my income, expenses, and net wealth
Almost there! Where should I email your spreadsheet template?
High-five! Please check your email for the spreadsheet I created to help you analyze income, expenses, and net wealth. (If you don't see an email from me, please check your spam box and mark it "not spam.")
Follow Us!