How I’m Fixing My Grandma’s RMD Problem (VIDEO)
Large IRA balances can quietly turn into multi‑million‑dollar tax bombs once Required Minimum Distributions (RMDs) kick in. I’m doing this right now for my own grandma. In the video, I...
How I’m Fixing My Grandma’s RMD Problem (VIDEO)
Large IRA balances can quietly turn into multi‑million‑dollar tax bombs once Required Minimum Distributions (RMDs) kick in. I’m doing this right now for my own grandma. In the video, I...
The Smartest Tax Planning Happens Before the Li...
SpaceX engineer planning ahead for the IPO Depending on how it goes, his equity could be worth mid‑7 or low‑8 figures… before taxes. Here’s what we talked about: 1. Bank losses before the IPO...
The Smartest Tax Planning Happens Before the Li...
SpaceX engineer planning ahead for the IPO Depending on how it goes, his equity could be worth mid‑7 or low‑8 figures… before taxes. Here’s what we talked about: 1. Bank losses before the IPO...
Most Alts Don’t Belong in Taxable Accounts
I’m sick of seeing this many alts in the taxable portfolios I review On paper, it always looks great: Smoother returns Lower correlation “Enhanced” yield In reality, many of these...
Most Alts Don’t Belong in Taxable Accounts
I’m sick of seeing this many alts in the taxable portfolios I review On paper, it always looks great: Smoother returns Lower correlation “Enhanced” yield In reality, many of these...
When After-Tax Returns Are Higher Than Pre-Tax
Our after-tax returns are higher than our pre-tax returns That sounds impossible. But when you factor in tax alpha, it can actually be true. Some investments don’t just generate returns —...
When After-Tax Returns Are Higher Than Pre-Tax
Our after-tax returns are higher than our pre-tax returns That sounds impossible. But when you factor in tax alpha, it can actually be true. Some investments don’t just generate returns —...
Save the Pacific Pocket Mouse
I’m in Orange County for Christmas and went on my favorite walk through Dana Point by Strands Beach.Didn’t make it very far.I was politely escorted out by a park ranger...
Save the Pacific Pocket Mouse
I’m in Orange County for Christmas and went on my favorite walk through Dana Point by Strands Beach.Didn’t make it very far.I was politely escorted out by a park ranger...
How We Cut a California Business Owner’s Tax Bi...
How we saved a California business owner ~$750,000 in taxes this year When we first met, his finances looked exactly like most successful business owners’ finances do: Messy. Not because...
How We Cut a California Business Owner’s Tax Bi...
How we saved a California business owner ~$750,000 in taxes this year When we first met, his finances looked exactly like most successful business owners’ finances do: Messy. Not because...