Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
IRAs, Roth IRAs, and how to get the tax benefits of BOTH (HYW004)
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
Everything you need to know about 401Ks (HYW003)
A comprehensive framework for understanding how 401ks work and how to use them strategically.
My 4×4 FIRE framework for creating and protecting wealth (HYW002)
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
Tax loss harvesting and tax gain harvesting step by step
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.
How the final Trump tax bill affects you: analysis and charts for the wealth hacker and early retiree
A clear explanation on how the Trump tax bill affects you, from W-2 income to investment income to real estate income to side business income.
2019 federal income tax brackets and retirement contribution limits
2019 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Life insurance: How to calculate exactly how much you need in 4 simple steps
How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
Your financial security depends on your financial values
A few thoughts I’ve been thinking about recently related to financial and retirement security.
Retirement withdrawal calculator: How long will your savings last in retirement?
Ever wonder how long your savings would last if you retired right now? You might be surprised by the answer!
