Backdoor Roth IRA
July 25, 2026An acquaintance of mine reached out saying that he maxed out his 401(k) and is investing in a brokerage account.…
72(t) Strategy
July 18, 2026You’ve probably heard that pulling money from a pre-tax 401(k) or IRA before 59½ comes with a 10% penalty (on…
Trump Accounts
July 11, 2026On July 4th 2026, Trump accounts (530A) went live. My goal with this newsletter is to tell you everything you…
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…
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