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.
Section 199A: how small business owners can skip 20% of their taxes (HYW056)
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
Election day special: potential tax law changes coming? (HYW055)
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
How a self-directed 401k can help you beef up retirement investing, with Dmitriy Fomichenko (HYW054)
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
How to use HSAs to avoid taxes and take charge of your healthcare, with the guy who implemented the HSA law, Roy Ramthun (aka “Mr. HSA”) (HYW049)
HSA expert Roy Ramthun, who helped the White House implement HSAs into law, explains how they work and tips for maximizing the benefit of HSAs.
How to use whole life insurance to avoid taxes and grow wealth, with Eric Brotman (HYW046)
Financial advisor Eric Brotman explains whole life insurance: who it’s best suited for, its tax and estate planning benefits, and how to use it to invest.
How the Home Sale Capital Gains Tax Exclusion Works (HYW033)
How the home sale capital gains tax exclusion works, the rules you must follow, and common mistakes sellers make that cut into the tax benefit.
529 college savings plans: rules, tax benefits, & qualified expenses (HYW026)
Ann Garcia, a CFP who specializes in and blogs about college financial planning, explains how 529 college savings plans can help you boost college savings.
Foreign earned income exclusion & expat taxes with Grace Taylor (HYW024)
Expat tax CPA (US) Grace Taylor shares advice on how to optimize taxes as an expat – whether you’re a company employee, digital nomad, or early retiree.
Opportunity zones explained: how they work & how to invest (HYW023)
David Sillaman, a pioneer in Opportunity Zone fund creation, explains key rules and tax benefits of Opportunity Zones: how they work and how to invest.
