Taxes Archives

Blog Articles

March 16, 2018

By grouping two years of itemized deductions into one year, it may be possible to get the benefits of both itemized deductions and the standard deduction. If you can time when you pay deductible expenses, you can take advantage of that flexibility to bunch your deductions in one year and then claim the standard deduction …

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How Will The Trump Tax Plan Affect Investors?

March 12, 2018

The ink is barely dry on the Trump Tax Plan, more formally known as the Tax Cuts and Jobs Act (TCJA), and taxpayers are beginning to fret about its impact. Most people are at least vaguely aware that the plan lowers most marginal tax rates, increases some deductions, but lowers or eliminates others. But how …

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How Not Being Able To Pay Our Taxes Changed Everything

February 01, 2018

Three especially important things happened to our family last year: Our fourth child was born. We went broke. We started our debt-free/FI journey. It was a big year. 2017, A Year of Reckoning In April 2017, Señor Firelit and I sat down with our accountant to do our 2016 taxes. At the end of the …

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Podcast Shownotes

170R | A Capital Gains Case Study For 2020

March 13, 2020

You’ll learn more about the implications of capital gains and the mechanics of tax optimization for these gains. With two case studies, you’ll start to realize the power of optimizing your capital gains strategy.

169R | Prepared, Not Scared

March 06, 2020

With a week of market scares, this episode revisits the importance of being prepared, not scared. Plus, you’ll hear about some exciting announcements from the ChooseFI community.

155R | Year End Tax Planning With Sean Mullaney

Money Plan
§Taxes

November 29, 2019

Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your deductions.

136 | How To Fund Your Child’s Roth IRA And Other Tax Optimizations With The FI Tax Guy

July 15, 2019

A dive into taxes with Sean Mullaney, the FI Tax Guy. Sean’s Career In Accounting When Sean started out as a rookie accountant, he had a plan to become a partner in an accounting firm in his home state. However, he learned that it is difficult to move up the ranks in large firms so …

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102R | The Triple Tax Savings of Health Savings Account

November 23, 2018

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.

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