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332 | Transform Your Tax Return Into a Springboard for Financial Planning
In this week's episode, Brad and Jonathan are joined by none other than the "FI Tax Guy" himself, Sean Mullaney. Together, they highlight reasons why…
The Tax Risks That Could Blow Up Your Retirement Plan, with Ed Slott
#307: “Taxes are the single biggest factor that separates people from their retirement dreams.” That’s a quote from today’s guest, Ed Slott, a nation…
Afford Anything
03/24/2021
Smart Tax Planning Moves with Sean Mullaney #331
Tax season is here and so it’s time to hear from a tax professional! Sean Mullaney is a financial planner, CPA, and the president of his own company …
How To Money
03/15/2021
Roth IRA Tax Benefits Explanation
On this episode of DIY Money, Quint and Daniel go in-depth to explain the tax benefits of a Roth IRA.
274 | Tax Planning 2020 | Sean Mullaney
It's end-of-year tax planning time. As you get further along in your financial independence journey, there are likely more end-of-year tax plannin…
Top 10 Year-End Tax Planning Tips for 2020!
Make sure you maximize your tax dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax p…
8.25.20 IRS to stop sending tax notices for now; Schwab's new free planning tool
IRS will stop sending tax notices for now until it clears through a backlog of mailed in returns. Charles Schwab has a new tool to help with retirem…
Clark Howard
08/25/2020
155R | Year End Tax Planning
Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your ded…
Does Your State Offer A Tax Deduction For 529 Plan Contributions?
One of the big perks of using a 529 plan to save for college is that many states offer a tax deduction for contributions to the plan. But, like anyth…
The College Investor
11/12/2019
The GOP Tax Plan: What Does it Mean For Your Tax Bill?
With the Tax Cuts and Jobs Act of 2017 (TCJA) taking effect on January 1, most people are wondering what the GOP tax plan means for them specifically…
Use Tax Planning as a Window into Your Financial Future
With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related for a while. But just because you’ve c…
End of Year Tax Planning
Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly ap…
The Money-Guy Tax Plan: Part II
That’s right…our last show, “The Money-Guy Tax Plan”, sparked so many comments, we decided to do a follow-up…
The Money-Guy Tax Plan
You’ve heard solutions from the right. You’ve heard solutions from the left. You’ve even heard President Obama’s bipartisan debt panel solution. Toda…