The best secret retirement account you’ve never heard of.
Taxes suck. And yet most people don’t take advantage of the ONLY way to (legally) never, ever pay taxes on the money you make. Do I have
August 17, 2021
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Taxes suck. And yet most people don’t take advantage of the ONLY way to (legally) never, ever pay taxes on the money you make. Do I have
I thought I was done with Backdoor Roth’s, but I got a really smart question from a reader that needs addressing. Hidden in his question
There’s good and bad “Backdoor Roths”, but most of them are BAD. Yesterday I gave you the simple math you need to understand a common “financial
Big thanks to David for the smart question. Keep em coming! David asked “Is a back door Roth IRA a good approach to consider if your maxing
Uncle Sam is dumb. He doesn’t know how much company stock you’re sitting on. He only cares what the difference is between when you got
What could you buy with an extra $12,243? Take a luxury vacation with (or without) the kids? Buy that motorcycle you’ve had your eye on?
“The category for today’s final round of Jeopardy is “Biggest Ever. “And the clue is taxes. Taxes” Dooh doo dooh doooh dooh doo doohDooh doo
If your compensation includes restricted stock, there’s some financial magic you can perform to lower your future tax bill. It’s called an 83(b) election, but
It’s October. That means the NFL is in full swing, the Bay Area weather is beautiful and it’s time to recheck the boxes during your
Quite a few Financial Zen members have sold their homes lately. And since Uncle Sam only writes tax code after a few whiskeys, it’s not
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