Mega Backdoor Roth Hack
June 6, 2026I was recently asked "What are some strategies available to high earners to potentially minimize their taxes?" Of course, we…
Hidden Investing Costs
May 30, 2026Investment fees can make a big dent in your portfolio value. Expense ratio, one potential component of investment fees, is…
Traditional or Roth?
May 22, 2026In this newsletter, I want to help you think about whether you should contribute to a Traditional (pre-tax) or Roth…
Roth IRA
May 9, 2026You’ve probably heard of Roth IRA. In this email, I’ll cover the basics of a Roth IRA, contribution rules, and…
Inheritance Tips
May 2, 2026Nearly $124 trillion in assets is set to change hands through 2048, according to estimates by the consulting firm Cerulli…
Roth Conversions
April 18, 2026Roth conversions are a powerful vehicle to minimize future taxes. But not a lot of people understand why or when…
Tax Efficiency
April 4, 2026Tax efficient fund placement is an often underrated topic. The goal of the tax efficient fund placement is to minimize…
Audit of Finances
March 14, 2026A friend of mine reached out for some advice on how to built wealth and whether there is potentially something…
Home Tax Tips
March 6, 2026Haven’t filed your taxes? FreeTaxUSA¹, my go-to tax filing tool, costs $0 for a federal tax return, $15.99 for state…
HSA Tips
February 28, 2026A Health Savings Account (HSA) is the most efficient tax-advantaged investment account because it offers a triple tax advantage: One…
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