Accounts

The 401(k)
Retirement. Tax-arbitrage. Wealth building.
The 457(b)
Retirement. Governmental/Non-Governmental versions. Tax-arbitrage.
The Backdoor Roth IRA
Retirement. Tax-free growth (forever). Two-step.
The Stealth IRA
Health Savings Account. Triple-tax free. Rolls over each year.

Liabilities

Student Loans
Lots of payments. Freedom (or Forgiveness). Refinancing.
Automobiles
Wealth destroying. Expensive.
Consumer Spending
Money slipping between fingers. Focus on what brings happiness.
Typical Lawyer Financial Mistakes
Confusion. Fear. Ways to avoid sabotaging your journey to wealth.

Exits

The 4% Rule
Your retirement “number”. Safe withdrawal rate. How to never run out of money.
The Three Years and Out Plan
Short term lawyer and then on to something else. Aggressive debt repayment and savings.
How to Retire in 5 Years
Craft a plan. Calculators. Join the many other lawyers on a different path.
Million by Partnership
Savings. More savings. More more savings. Some investment growth.

Savings

First-Year Associate Budget
Savings. Rent. Food. Loans. Netflix.
Short-Term Savings
Emergency funds. House down payments. Wedding. Interest.
Prioritizing Accounts
HSA. 401(k). Roth IRA. Emergency Fund. Student Loans. Taxable.
Index Funds
Easy. Powerful. Fees matter. Buy the whole haystack instead of the needle.

Marketplace

JD Mortgage®
Mortgages with less than 20% down and no PMI.
Life Insurance
Instant quotes comparing 100+ companies.
Refinance Student Loans
Cashback bonuses from $300 – $750.
Tax Accountants
Strategy advisors that help you reduce your tax bill.

Tools

Empower
Keep track of everything in the same place.
Law Firm Accounting
Affordable services that handle your books to free your time.
YNAB
You. Need. A. Budget.
Real Estate Crowdfunding
Alternative investments. Real estate exposure without direct ownership.

Adaptive Tax Planning

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