2026 Tax Updates You Need to Know

2026 Tax Updates You Need to Know

All figures below are for married filing jointly.Income Tax BracketsBrackets have been inflation-adjusted upward. The top bracket now starts at $768,700.Standard DeductionIncreased to $32,200.Bonus Deduction for SeniorsA new $6,000 deduction is available for taxpayers...

2026 Tax Updates You Need to Know

All figures below are for married filing jointly.Income Tax BracketsBrackets have been inflation-adjusted upward. The top bracket now starts at $768,700.Standard DeductionIncreased to $32,200.Bonus Deduction for SeniorsA new $6,000 deduction is available for taxpayers...

Where Mortgage Rates Go From Here

Where Mortgage Rates Go From Here

I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...

Where Mortgage Rates Go From Here

I get asked what I think mortgage rates will do all the time. This is my best answer ⬇️ Mortgages tend to be priced off the 10-year Treasury, since that’s close...

Diversifying $20M PLTR Position Tax-Free

Diversifying $20M PLTR Position Tax-Free

All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...

Diversifying $20M PLTR Position Tax-Free

All the PLTR FDEs have the same problem. They leave to start their own companies - and have millions in PLTR stock. All of the insiders knew the company was seriously undervalued, but...

If You Could Erase Taxes on One Thing…

If You Could Erase Taxes on One Thing…

Most people assume taxes are just a fixed part of life. But the truth is - there are entire playbooks designed to dramatically reduce them… if you plan ahead. Whether...

If You Could Erase Taxes on One Thing…

Most people assume taxes are just a fixed part of life. But the truth is - there are entire playbooks designed to dramatically reduce them… if you plan ahead. Whether...

I was SHOCKED by what Chamath said

I was SHOCKED by what Chamath said

During an episode, he dropped something I really hope people didn’t miss: His return target is to compound at 10% net — after all fees and taxes. He admitted that taxes...

I was SHOCKED by what Chamath said

During an episode, he dropped something I really hope people didn’t miss: His return target is to compound at 10% net — after all fees and taxes. He admitted that taxes...

The Art of Tax Rate Arbitrage

The Art of Tax Rate Arbitrage

Sometimes the smartest tax move… is to create income. 🤯That sounds backwards, right?Most people focus on deferring income and avoiding capital gains. But there are years when intentionally triggering income or gains can...

The Art of Tax Rate Arbitrage

Sometimes the smartest tax move… is to create income. 🤯That sounds backwards, right?Most people focus on deferring income and avoiding capital gains. But there are years when intentionally triggering income or gains can...