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The Ideal Amount Of Passive Income To Make And Invested Capital To Accumulate Based On Tax Rates

The Ideal Amount Of Passive Income To Make And Invested Capital To Accumulate Based On Tax Rates

Join 55,000+ others and sign up for the free Financial Samurai newsletter and posts via e-mail. Financial Samurai is one of the largest independently…

02.02.23  Tax Filing Options: A Clark Guide  /  Maximize Your Savings

02.02.23 Tax Filing Options: A Clark Guide / Maximize Your Savings

Tax season time and documents are rolling in. Hiring a CPA, using Free File, TurboTax… you have filing options. Clark helps you choose the right one …

379: Finance Friday: Stock-Based Compensation Explained and Tax Traps to Avoid

379: Finance Friday: Stock-Based Compensation Explained and Tax Traps to Avoid

For the entry-level worker, employee stock options may seem completely foreign. But for most tech workers, this is commonplace and can be highly lucr…

Tax Credit vs. Tax Deduction: Which Is Better?

Tax Credit vs. Tax Deduction: Which Is Better?

We break down a tax credit vs. deduction and show you which one is better and which one saves you more money on taxes.

255: How to (Legally) Avoid Taxes by Investing in Real Estate w/Amanda Han

255: How to (Legally) Avoid Taxes by Investing in Real Estate w/Amanda Han

Everyone wants to know how the rich avoid taxes. You hear about it on the news, “billionaire pays zero dollars in taxes this year,” or “this real est…

Friday Flight - Tax Loopholes, Savers' Paradise, & Shopper Revolts #621

Friday Flight - Tax Loopholes, Savers' Paradise, & Shopper Revolts #621

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

01.19.23   Tax Season Reminders  /  Funding Priorities & Your Mortgage

01.19.23 Tax Season Reminders / Funding Priorities & Your Mortgage

Tax season is upon us with a better staffed IRS expected this year. Clark has a few reminders before you file. Also in today’s show - Clark has alway…

Best Free Tax Software In 2023

Best Free Tax Software In 2023

A lot of tax software companies advertise "free", but who really offers free tax filing? We break it down today!

Best Tax Software For 2023 (Awards Show)

Best Tax Software For 2023 (Awards Show)

We break down the best tax software for 2023 based on your tax situation - from stock market investor, to landlord, to free options!

01.09.23    New tax rules on 529 plans /  New Energy Credits

01.09.23 New tax rules on 529 plans / New Energy Credits

Clark’s first in a series about new tax rules in effect: A GREAT development with 529 plans may change your decisions on how to save for college. Als…

Ask HTM - Cash with an Online Bank, Revenue Credits on a Target Date Fund, & Paying Taxes on Hobby Income #616

Ask HTM - Cash with an Online Bank, Revenue Credits on a Target Date Fund, & Paying Taxes on Hobby …

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…

Friday Flight - Holiday Return Hassles, Tax Relief, & Stranded by Southwest #615

Friday Flight - Holiday Return Hassles, Tax Relief, & Stranded by Southwest #615

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

The Best Legal Ways To Increase Your Tax Refund

The Best Legal Ways To Increase Your Tax Refund

There are several legal ways to increase your tax refund - and they all involve making sure that you do all the right things.

64: 2023 Real Estate Taxes: Write-Offs, Loopholes, and How to Pay Less Next Year w/Amanda Han

64: 2023 Real Estate Taxes: Write-Offs, Loopholes, and How to Pay Less Next Year w/Amanda Han

Real estate tax strategies are plentiful. In fact, real estate investing is one of the most tax-beneficial investments you could make, with a plethor…

Best Early Tax Refund Anticipation Loans

Best Early Tax Refund Anticipation Loans

Wondering who still offers early tax refund anticipation loans? Find out the most popular providers of tax refund loans and where to get one.

Why Your Tax Refund Is Going To be Smaller In 2023

Why Your Tax Refund Is Going To be Smaller In 2023

There's a strong chance your tax refund is going to be much smaller in 2023 due to the ending of many Covid-era tax credits.

Friday Flight - Cars That Last, SBFraudster, & Tricky Tax Forms #606

Friday Flight - Cars That Last, SBFraudster, & Tricky Tax Forms #606

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

TSP Contribution Limits 2023 | Roth IRA and Thrift Savings Plan IRS Limits

TSP Contribution Limits 2023 | Roth IRA and Thrift Savings Plan IRS Limits

$22,500: The 2023 Thrift Savings Plan IRS Contribution limits for the Traditional TSP and Roth TSP $6,500: The 2023 IRS contribution limits for the R…

12.15.22  Holiday Tipping Guidance  /  New Energy Tax Credits

12.15.22 Holiday Tipping Guidance / New Energy Tax Credits

This is the week for appreciating service providers with holiday tipping - more of an art than a science. Needed guidance found here. Also, Clark has…

360: Year-End Tax Tips and How to Owe Even Less in 2023

360: Year-End Tax Tips and How to Owe Even Less in 2023

If you talk about how to avoid taxes, most people will think you’re doing something fishy in the eyes of the IRS. Very few know you can use the tax c…