Today I’m going to show you step-by-step how to take a year off, earn 6 figures, get a step-up in stock basis, convert taxable IRA dollars into tax-free Roth IRA dollars — and legally pay zero taxes on it all.
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.
How I analyze my net wealth, how it’s evolved over time, and reflections on lessons I’ve learned. I’ll share the exact spreadsheet tools I created to analyze my net wealth.