I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.

The post Mega backdoor Roth (HYW088) appeared first on Hack Your Wealth.

How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.

The post How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY) appeared first on Hack Your Wealth.

Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.

The post Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083) appeared first on Hack Your Wealth.

CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.

The post Taxes on stock gains: how to avoid capital gains tax on stocks (HYW081) appeared first on Hack Your Wealth.

Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.

The post Stock option and RSU tax planning (HYW073) appeared first on Hack Your Wealth.

Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.

The post 1031 exchanges: what real estate investors need to know (HYW072) appeared first on Hack Your Wealth.

Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.

The post Tax filing updates to be aware of this year (tax year 2020) (HYW067) appeared first on Hack Your Wealth.

Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.

The post Asset location for non-traditional assets + considerations for early retirees (HYW063) appeared first on Hack Your Wealth.

Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.

The post Asset location: What assets should you hold in each account to minimize taxes? (HYW062) appeared first on Hack Your Wealth.

I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.

The post How to FIRE with confidence, step by step (HYW060) appeared first on Hack Your Wealth.