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How Mega Backdoor Roth IRAs Work

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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Asset Location Strategy

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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tax loss harvesting ultimate guide cover image

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 Bad Idea Poster

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 1

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

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 And Future Concerns

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

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

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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