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How U.S. Tax Rules Quietly Penalize Marriage

How U.S. Tax Rules Quietly Penalize Marriage

Marriage penalties in taxes, investments, and benefits may cost families more. Here's how they work and how they might be fixed. The post How U.S. Ta…

7 Ways Real Estate Investors Should Prepare For the New Tax Laws On the Way

7 Ways Real Estate Investors Should Prepare For the New Tax Laws On the Way

If nothing else, the “One Big Beautiful Bill” Act is definitely big, at over a thousand pages long.  Critics on both sides of the aisle have sla…

The Go Curry Cracker 2024 Taxes

The Go Curry Cracker 2024 Taxes

I have now submitted our 2024 tax return. Somebody (me) has exceptional procrastination skills. The numbers this year are very nice – overall w…

Senate Proposal Eases Endowment Tax Hike

Senate Proposal Eases Endowment Tax Hike

The Senate tax bill proposes an 8% cap on college endowment taxes, much lower than the House’s 21% plan. The post Senate Proposal Eases Endowment Tax…

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Trump’s new tax bill aims to extend tax deductions that are set to expire, ensuring continued economic growth and stability for real estate inv…

The Foreign Tax Credit

The Foreign Tax Credit

Figuring out the foreign tax credit isn't as easy as you might hope. Here are some step-by-step instructions that should help. The post The Foreign T…

How 2025 Tax Changes Could Reshape Real Estate Investing

How 2025 Tax Changes Could Reshape Real Estate Investing

It’s not exactly breaking news: Taxes change. But what’s brewing for 2025 could be the biggest shake-up in real estate tax policy in a generation. An…

House Reconciliation Bill Tax And Education Features

House Reconciliation Bill Tax And Education Features

Breaking down the House Ways and Means Committee Budget Reconciliation Bill, as it relates to higher education, student loans, and education tax bene…

“No Tax On Tips” Bill Clears Senate With Zero Opposition

“No Tax On Tips” Bill Clears Senate With Zero Opposition

The Senate passed the No Tax on Tips Act, allowing workers to deduct up to $25K in reported tips from income taxes. The post “No Tax On Tips” Bill Cl…

Can You Use the Same Tax Loopholes as Billionaires to Slash Your Tax Bill?

Can You Use the Same Tax Loopholes as Billionaires to Slash Your Tax Bill?

You can stamp your foot and complain about the wealthy using loopholes to lower their tax bills. Or you can learn those tax loopholes yourself. Try t…


Podcast Feed

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:How…

All About Investments - Taxes and Accounts

All About Investments - Taxes and Accounts

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Could Trump’s New Tax Bill Spark a Real Estate Revival?

Trump's new tax bill aims to extend tax deductions that are set to expire, ensuring continued economic growth and stability for real estate investors…

What You Need to Know About the New Tax Bill

What You Need to Know About the New Tax Bill

A potential tax overhaul is on the horizon so we’re breaking down what it could mean for your finances. From deductions to credits and everything in …

Turn Taxes into Wealth: Roth Conversion Strategies for Investors

Turn Taxes into Wealth: Roth Conversion Strategies for Investors

What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episod…

Q&A: Living at Home at 29, Tax-Deferred Annuities, & Amazon RSUs

Q&A: Living at Home at 29, Tax-Deferred Annuities, & Amazon RSUs

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---🗞 Sign up for the ⁠⁠Rich Habits Newsletter⁠⁠ an…

#413: DSCR Loans Explained: How to Qualify Without a W2 or Tax Returns

#413: DSCR Loans Explained: How to Qualify Without a W2 or Tax Returns

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   📅 Schedule an Appoi…

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement

No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement Podcast Description Taxes in retirement have been called a “silent we…

How to Create Huge Tax Savings Funding Your Kid’s College (& FIRE on Time!)

How to Create Huge Tax Savings Funding Your Kid’s College (& FIRE on Time!)

Paying for college is one of the biggest financial hurdles families face—even as you’re chasing or approaching FIRE. What’s the smartest way to save …

WCI #418: Get Your Tax Bill Down

WCI #418: Get Your Tax Bill Down

With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, t…


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