ChooseFI Logo

Tag: Taxes

Featured Taxes Articles

Transform Your Tax Return Into a Springboard for Financial Planning | EP 332
In this week’s episode, Brad and Jonathan are joined by none other than the “FI Tax Guy” himself, Sean Mullaney. Together, they highlight reasons why your tax return may not be such a great thing, and the different ways you…
102R | The Triple Tax Savings of Health Savings Account
Brad and Jonathan explain the long-term tax benefits of using a Health Savings Account to pay for medical expenses, discuss the benefits of new index fund investing options, review Monday’s episode with Timika Downes.…
How to save thousands in Taxes using Geo-arbitrage | Ep 217
Download your Geo-Arbitrage Tax Guide here David Mckeegan Website:  Greenback Expat Tax Services What You’ll Get Out Of Today’s Show The difference between foreign earned income exclusion and foreign tax credit and how to qualify for each, and how US citizens and tax residents can use them to save thousands of dollars every year.…
The 4 Worst FI Tax Hacks (And What To Do Instead)
This is a guest post from Sean Mullaney. As always, the below commentary is general and educational in nature and does not constitute tax, investment, legal, or financial advice with respect to any particular taxpayer.…

Blog Articles

When your goal is Financial Independence, you watch your spending and saving very carefully all year. But that doesn’t diminish the need for a year-end financial checklist. On that checklist are things that you should do at the end of every single calendar year to make sure your finances are in the best shape possible …
Capital gains optimization can allow you to build a tax-efficient investment strategy. Since understanding capital gains is one of the key building blocks of Financial Independence, we are taking a closer look at the concept today. Table Of Contents Important Terms What Are Capital Gains? Tax Implications Of Capital Gains What Are Capital Losses? How …
1 / 41234

Podcast Shownotes

In this week’s episode, Brad and Jonathan are joined by Measure Twice Money’s founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don’t need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your …
In this week’s episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA’s and 401k’s, and explore potentially beneficial ways in which after-tax investments and 401k’s …
1 / 6123456