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

What a Tax Expert Wants You to Know About Short-Term Rentals

Real estate rental income is generally exempt from self-employment tax, but there are some key exceptions. Our guest author, a tax professional, walks us through the income tax consequences of different kinds of activities.

Divorce: Is Alimony Taxable?

Your divorce might deepen or expose possible income tax issues. Here are some pre- and post-divorce tax considerations.

What is Your Bonus Tax Rate?

Bonuses are taxed at ordinary income rates but the government may initially withhold more money than usual.

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.

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