Category: Taxes
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How Mega Backdoor Roth IRAs Work
May 19, 2023
Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…
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Demystifying Asset Location
April 20, 2023
You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…
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Is Tax-Loss Harvesting Worth it?
April 18, 2023
Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…
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Universal Basic Income is a Bad Idea
January 27, 2023
There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…
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Sequence of Savings
January 5, 2023
Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…
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What Is An HSA And How Does It Work
September 22, 2022
The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….
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Deficit Spending & Future Concerns
June 2, 2021
Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…
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How to Change California Residency
February 16, 2021
Are you considering moving out of California? You are not alone. An estimated 135,600 more people left the state than moved here in 2020….
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How To Manage Concentrated Stock
January 21, 2021
Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…
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