529 Plan
August 31, 2024A 529 is a tax-advantaged savings plan designed to encourage saving for future college costs. It offers two main benefits:…
Tax loss harvesting
August 10, 2024Since the stock market is down about 5-10% from its all-time highs, I wanted to cover this topic. One of…
Tax efficient withdrawals
July 13, 2024In this newsletter, I want to discuss efficient tax decumulation strategies. This subject is not the easiest, as there are…
Selling investments and taxes
March 30, 2024In this issue, I want to discuss selling your investments and capital gains tax. When you sell different stocks or…
Best retirement early strategy
February 3, 2024We’ve always heard that withdrawing your 401k or IRA before 59½ would come with a penalty. Well, I’m here to…
The real power of Roth
January 6, 2024Welcome to The Crunch's first newsletter issue! My goal with these is to provide as much valuable insight as possible…
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