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Over Contributing to Tax Efficient Accounts

Over Contributing to Tax Efficient Accounts

On this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.

Best Tax Software For Early Filers In December 2022

Best Tax Software For Early Filers In December 2022

If you're one of the early filers, which tax software is best for you? These are for people filing taxes in December or January.

WCI #291: Tax Loss Harvest Before Year End

WCI #291: Tax Loss Harvest Before Year End

Today we get into the weeds of tax loss harvesting. With the current state of the market it looks like there are a lot of out there who have decided …

The New Tax Rules for 2023 That May Increase your Paycheck!

The New Tax Rules for 2023 That May Increase your Paycheck!

In this episode of The Personal Finance Podcast, we’re going to talk about the new IRS rules or 2023 that may help you keep more money.    Join Our N…

3 Things Your Tax Preparer Won’t Tell You [And Why It Matters]

3 Things Your Tax Preparer Won’t Tell You [And Why It Matters]

Here are three things your tax preparer won't tell you that you need to ask about, including experience and how they get paid.

How to Become an IRA Millionaire in 2023 (With the New IRS Rules!)

How to Become an IRA Millionaire in 2023 (With the New IRS Rules!)

In this episode of The Personal Finance Podcast, we’re going to talk about how to become a 401(k) or IRA Millionaire with the new IRS rules.   Join O…

372. The Tax Busting Powers of Real Estate w/ Amanda Han and Matt Macfarland

372. The Tax Busting Powers of Real Estate w/ Amanda Han and Matt Macfarland

Do you have a tax problem? Does it pain you every year to see more and more money going to Uncle Sam? Well, CPAs Amanda Han and Matt Macfarland wrote…

Taxes on Non-Retirement Accounts

Taxes on Non-Retirement Accounts

On this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

In this episode: w2 employment to self-employment, s-coporations vs self-employment, avoiding penalties, megas backdoor roths, retirement planning, a…

689: Landlord Tax Loopholes That’ll Help You Pay ZERO Taxes in 2022 w/Matt Bontrager

689: Landlord Tax Loopholes That’ll Help You Pay ZERO Taxes in 2022 w/Matt Bontrager

Non-investors hate real estate tax loopholes. It always seems like the wealthiest landlords, apartment owners, or short-term rental hosts walk away w…

Understanding EV Tax Credits

Understanding EV Tax Credits

In the market for an electric vehicle? Congress made major changes to tax credits. Here's what you need to know before you buy.

When To Expect My Tax Refund For 2023

When To Expect My Tax Refund For 2023

A schedule that shows you when you can expect your tax refund in 2023. Also, how to check the status of your refund online.

233: $1.1M in Real Estate at 21 WITHOUT a W2, Tax Return, or Degree! w/Logan Kohn

233: $1.1M in Real Estate at 21 WITHOUT a W2, Tax Return, or Degree! w/Logan Kohn

The path to financial freedom is a marathon, not a sprint. It requires patience, discipline, sacrifice, and a long-term mindset. Today’s guest, Logan…

365. The Seven Rules of the Road for Tax Advantaged Accounts w/ Sean Mullaney

365. The Seven Rules of the Road for Tax Advantaged Accounts w/ Sean Mullaney

We discuss with Sean Mullaney The Seven Rules of the Road for Tax Advantaged accounts. He discusses these and more in his new book Solo 401K. Find o…

11.02.22  New Tax Brackets   /   Side Gig Opportunity

11.02.22 New Tax Brackets / Side Gig Opportunity

Due to inflation, there are big changes in the tax brackets. Clark discusses how this affects investing and buying some types of life insurance. Also…

Friday Flight - Retreating Rewards, New Tax Brackets, & Workplace TRAPs #582

Friday Flight - Retreating Rewards, New Tax Brackets, & Workplace TRAPs #582

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…

10 Incredible Tax Benefits of Real Estate Investing

10 Incredible Tax Benefits of Real Estate Investing

In this episode of The Personal Finance Podcast, we're gonna talk about 10 incredible tax benefits of real estate investing. Join Our Newsletter her…

Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

Build To Win: Our Top Tax and Business Success Tips (with Barbara Corcoran & Ed Slott)

How do I make my best financial moves before year end? We'll help you begin the final quarter of the year on a high note, with great advice from two …