Conquer Taxes

You can either fight the tax code or learn it.
It’s easier to learn it.

like a boss

How to Manage Tax Diversification Like a Boss

If you want to retire with the most money, look at creating different accounts that will give you access to tax-free money, tax-deferred money and some taxable money. This will allow you to draw from all three types of accounts in retirement, keeping your taxable income low and ensuring you pay minimal taxes on your tax-deferred money.

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Looking to Outsource?

Sometimes life is too busy and you don’t want to do it all yourself. Over the years, many people have asked me to connect them with the “good guys” in the financial services industry. Below are people and companies that I’ve personally vetted (often meeting them in person). Know that they are paid advertisers on the site but that I routinely recommend them to friends and colleagues and would do so even if they weren’t advertisers.

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Latest posts in Taxes

We Moved! Goodbye NYC

Here are some reasons why we decided to move and the thought process that went into finding a new place to live.

Midyear Tax Planning Ideas

Don’t let the new tax code get the better of you. Hear from guest blogger Paul Carlson about ways you can still reduce your tax burden for the next year.

HSA: Pay for Expenses Now or Later?

To save your HSA money for the future or spend it for medical expenses? Let’s look at two common ways to handle your HSA account and decide which one is the best avenue for you.

Should I Move to Save on Taxes?

I did a couple hypothetical moves and calculated how much tax I would be paying in each place. Some of the results might surprise you.

How Much Did I Pay? 2018 Tax Report

It’s finally here, my 2018 taxes broken down for you. See how my tax report this year stacks up against the one from last year.

2017 Contributions You Can Still Make

Feel like you missed out on some potential contributions to your retirement accounts this past year? Never fear, there are still some opportunities you can take advantage of now.

More Tax-Protected Space in 2018

Let’s dive into the new tax code and take a look at a few major sections to see what has changed, and maybe what hasn’t.

Are Your Taxes Going Up?

Before this nex tax bill is fully implemented, let’s take a look at some key points and see what they could mean for you in the future.

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