How I Help People Escape the RMD Trap
When you reach your 70s, the IRS forces you to start taking money out of your tax-deferred accounts (IRAs, 401(k)s, etc.). These are called Required Minimum Distributions (RMDs). It doesn’t matter...
How I Help People Escape the RMD Trap
When you reach your 70s, the IRS forces you to start taking money out of your tax-deferred accounts (IRAs, 401(k)s, etc.). These are called Required Minimum Distributions (RMDs). It doesn’t matter...
How the Wealthy Borrow at Under 4% - and Now Yo...
Hybrid mortgages have quietly been gate-kept by the ultra-wealthy. For decades, banks offered similar programs exclusively to clients with $30M+ net worths through private bankers. But now, access to this structure has...
How the Wealthy Borrow at Under 4% - and Now Yo...
Hybrid mortgages have quietly been gate-kept by the ultra-wealthy. For decades, banks offered similar programs exclusively to clients with $30M+ net worths through private bankers. But now, access to this structure has...
The OpenAI Millionaire’s Playbook
OpenAI employee with $4m gain. I gave them 3 suggestions: After CA taxes, you’ll be looking at closer to $2.5m. Solution #1: long/short tax-loss harvesting. We can harvest 90% of...
The OpenAI Millionaire’s Playbook
OpenAI employee with $4m gain. I gave them 3 suggestions: After CA taxes, you’ll be looking at closer to $2.5m. Solution #1: long/short tax-loss harvesting. We can harvest 90% of...
How to Build a Portfolio That Reduces Taxes Ins...
Here’s how you build a portfolio that reduces taxes instead of creating them The typical portfolio: Bonds → taxed as ordinary income Trading stocks → capital gains taxes Public REITs → ordinary income taxes Private credit → ordinary income taxes...
How to Build a Portfolio That Reduces Taxes Ins...
Here’s how you build a portfolio that reduces taxes instead of creating them The typical portfolio: Bonds → taxed as ordinary income Trading stocks → capital gains taxes Public REITs → ordinary income taxes Private credit → ordinary income taxes...
If the Stock Market Worries You, Read This
If the stock market worries you, have you considered this investment opportunity? We have a massive housing shortage - and the setup is staggering: In 1960, the U.S. recorded about 1.3 million housing...
If the Stock Market Worries You, Read This
If the stock market worries you, have you considered this investment opportunity? We have a massive housing shortage - and the setup is staggering: In 1960, the U.S. recorded about 1.3 million housing...
The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...
The Hidden Cost of DIY Investing (VIDEO)
DIY investors save 1% on fees… and lose 3–5% in after-tax returns. Every week, I talk to investors who take pride in managing their own portfolios. They think they’re...