I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
I show you step by step how you can make over 6-figures in income with zero tax liability.
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
“If you make a line from the Oval Office to people’s offices in the West Wing, and you measure that distance, there is definitely a correlation with IQ.” – Jonathan Swanson, former White House staffer