Get ready for

TAX SZN🤑

Our top Tax Strategy episodes 🎙

Think You Might Owe the IRS in April? 3 (Easy!) Ways to Lower Your Tax Bill

There are a few accounts in the tax-advantaged investing world that allow contributions right up until the tax deadline, making them incredible options for last-minute savings. Listen now.

“High Earner, Not Rich Yet”: Must-Have Hacks for HENRYs and HENRIETTAs

The math is a little bit different for our high earners—here are our favorite tax tips and hacks to keep more money in your pocket for the long term. Listen now.

Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement

We’re covering how much you’d need to save and invest to retire early, and then breaking down how to strategically access those funds for the most optimal tax-free outcomes. Listen to or watch the episode.

Read more

🤓

Read more 🤓

Featured
Our Tax System’s Unproductive Love Affair with Capital Gains
economy, taxes
Our Tax System’s Unproductive Love Affair with Capital Gains
economy, taxes
economy, taxes
3 Ways to Lower Your Tax Bill in 2024 (and How to Navigate Those Weird Rollover IRA Forms)
taxes, HSAs, investing
3 Ways to Lower Your Tax Bill in 2024 (and How to Navigate Those Weird Rollover IRA Forms)
taxes, HSAs, investing
taxes, HSAs, investing
How to Contribute Thousands of Extra Roth Dollars Each Year [2024]
investing, taxes
How to Contribute Thousands of Extra Roth Dollars Each Year [2024]
investing, taxes
investing, taxes
In These Tax Brackets? The HSA + High-Deductible Plan Might be Cheaper for You [2024]
HSAs, healthcare, investing, taxes
In These Tax Brackets? The HSA + High-Deductible Plan Might be Cheaper for You [2024]
HSAs, healthcare, investing, taxes
HSAs, healthcare, investing, taxes
How Being a Parent Changes the Traditional vs. Roth Calculus
taxes, investing
How Being a Parent Changes the Traditional vs. Roth Calculus
taxes, investing
taxes, investing
The Simplest Optimal Accounts for Earners with W-2 and Self-Employment Income
taxes, side hustles, investing
The Simplest Optimal Accounts for Earners with W-2 and Self-Employment Income
taxes, side hustles, investing
taxes, side hustles, investing
How I Organize My Life for #TaxSZN
taxes
How I Organize My Life for #TaxSZN
taxes
taxes
Is FICA Tax the Key to Solving the Traditional vs. Roth 401(k) Debate Once and for All?
taxes, investing
Is FICA Tax the Key to Solving the Traditional vs. Roth 401(k) Debate Once and for All?
taxes, investing
taxes, investing
Over-Contribute to a 401(k)? Here’s What I Did
taxes, investing
Over-Contribute to a 401(k)? Here’s What I Did
taxes, investing
taxes, investing
Will You be in a Higher Tax Bracket in Retirement? Maybe, But It’s Unlikely
investing, taxes
Will You be in a Higher Tax Bracket in Retirement? Maybe, But It’s Unlikely
investing, taxes
investing, taxes
Accidentally Contributed to a Roth IRA? Don’t Make My Mistake
investing, taxes
Accidentally Contributed to a Roth IRA? Don’t Make My Mistake
investing, taxes
investing, taxes
I Finally Met with a CPA About My Tax Strategy to Save $30,000 in Taxes this Year: Here’s What I Learned
taxes
I Finally Met with a CPA About My Tax Strategy to Save $30,000 in Taxes this Year: Here’s What I Learned
taxes
taxes
Should You Convert Your Rollover IRA to Roth?
investing, taxes, early retirement
Should You Convert Your Rollover IRA to Roth?
investing, taxes, early retirement
investing, taxes, early retirement
Side Hustle Taxes: The (Free) Way I’m Keeping Track of my 1099 and W2 Income Tax
side hustles, taxes
Side Hustle Taxes: The (Free) Way I’m Keeping Track of my 1099 and W2 Income Tax
side hustles, taxes
side hustles, taxes
When a Taxable Brokerage Account (Almost) Beats a Roth IRA
investing, taxes
When a Taxable Brokerage Account (Almost) Beats a Roth IRA
investing, taxes
investing, taxes
4 Tax Implications of Being Partially Self-Employed that You Need to Know for 2021’s Tax Season
taxes, investing
4 Tax Implications of Being Partially Self-Employed that You Need to Know for 2021’s Tax Season
taxes, investing
taxes, investing
UPDATED! The Ultimate Traditional 401(k) vs. Roth 401(k) Debate (Traditional Still Wins)
investing, taxes
UPDATED! The Ultimate Traditional 401(k) vs. Roth 401(k) Debate (Traditional Still Wins)
investing, taxes
investing, taxes
Why the Traditional 401(k) is Almost Definitely the Better Option if You’re Single
investing, taxes
Why the Traditional 401(k) is Almost Definitely the Better Option if You’re Single
investing, taxes
investing, taxes
Focus on What You Can Control: Preparing for When Markets Go Down
investing, taxes
Focus on What You Can Control: Preparing for When Markets Go Down
investing, taxes
investing, taxes
How Rich People Legally Avoid Taxes, and You Can, Too
investing, taxes
How Rich People Legally Avoid Taxes, and You Can, Too
investing, taxes
investing, taxes

Learn the ins and outs of tax-smart investing

One of the biggest expenses of your life? Taxes.

As you earn more money, investing in a tax-advantaged way becomes a game-changing strategy—our Tax-Smart Investing Masterclass teaches you everything you need to know and includes tools that help you implement your strategy and know exactly how it’s going to impact your tax bill now, and in the future.

Track your investments like a pro.

Asset allocation? Tax status? Net worth progress? Check, check, check.

The 2024 Wealth Planner was designed to help you track your net worth, short-term, medium-term, and long-term investing contributions.

Join 20,000+ users worldwide.