Featured Tax Articles
This tax season, returns have been uncommonly low, and everyone has noticed. If you tuned into episode 116r of the Choose FI podcast, you know
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
One central question remains in the FI community for those who seek to retire early: How will I pay for healthcare? The triple tax benefits
Download your Geo-Arbitrage Tax Guide here Download Now! Built with ConvertKit David Mckeegan What You’ll Get Out Of Today’s Show Resources Mentioned In Today’s Conversation
All Tax Articles
If you’ve read anything from the financial independence community, you’ve read about Roth IRAs. They provide tons of benefits to all retirees, like tax-free growth
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
When your primary financial goal is to retire early and become financially independent, sometimes it feels like you can only do so much. If you’re
One central question remains in the FI community for those who seek to retire early: How will I pay for healthcare? The triple tax benefits
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
There are a lot of differing opinions in the FI community–but one thing that everyone can usually agree on is the fact that giving to
Tax Podcast Episodes
In this episode: debt and investing, the 4% rule, Roth 401k and traditional 401k, and total return investing.
In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B’s, Roth Conversion Ladders, and the rule of 55.
In this episode: taxes, the Secure Act 2.0, the best news, Roths, 529’s, catch-up contributions, and the new options you have.
In this episode: w2 employment to self-employment, s-coporations vs self-employment, avoiding penalties, megas backdoor roths, retirement planning, and health insurance.
It’s officially tax season! In this week’s episode, Brad and Jonathan discuss tax extensions and share some of their experiences paying taxes in the past.
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,
