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U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris

U.S. Tax Code is an "Abomination" - Here's Tips To Navigate It with Former TurboTax CEO Bill Harris

Nicole talks a lot about how investing can help you grow wealth… but you know how you keep wealth? Smart tax strategy. Sure, tax talk can feel stre…

1398 - Real Estate Investing Has Tremendous Tax Benefits—If You Know What You’re Looking For by Thomas Castelli

1398 - Real Estate Investing Has Tremendous Tax Benefits—If You Know What You’re Looking For by Tho…

As we all know, one of the main advantages of investing in real estate is the tax benefits. Many of the investors who I meet for the first time are b…

549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

Whether you like it or not, you probably have a ticking tax time bomb that will wreak havoc on your finances if you don't take the time to diffuse it…

Minimizing the Retirement Tax Time Bomb w/ Ed Slott #863

Minimizing the Retirement Tax Time Bomb w/ Ed Slott #863

Don’t let short term thinking and a myopic view of your retirement investments derail your financial future! Our guest today puts it succinctly: your…

08.06.24  Gen X Retirement  /  Tax Wisdom For Contract Workers

08.06.24 Gen X Retirement / Tax Wisdom For Contract Workers

New statistics showing average 401K balances by generation reveal a trouble spot. Clark focuses on Gen X. Also, if you or someone you know does contr…

Q&A: Recasting a Mortgage, Starting an ATM Biz, & Arbitraging Tax Refunds

Q&A: Recasting a Mortgage, Starting an ATM Biz, & Arbitraging Tax Refunds

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! Should I buy an ATM business? Take out a HELO…

239: THE HUGE Downside of No-Income-Tax States and a Hidden Housing Market Threat

239: THE HUGE Downside of No-Income-Tax States and a Hidden Housing Market Threat

Why is everyone ignoring this one severe housing market trend, what does a 2008 crash predictor think will happen in 2025, and why are homes starting…

WCI #377: Tax Payments and Savings

WCI #377: Tax Payments and Savings

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harves…

1377 - Our Rental Tripled in Value—Here’s How We’re Using a 1031 Exchange To Avoid a Massive Tax Bill by Liz Zack

1377 - Our Rental Tripled in Value—Here’s How We’re Using a 1031 Exchange To Avoid a Massive Tax Bi…

When my husband and I got married, we bought our first place—a brand-new, 1.5-bedroom condo—in Bedford–Stuyvesant, Brooklyn. At the time, the Bed–Stu…

Kylie Jenner Created $14 Million Tax-Free Dollars For Her Daughter With This Loophole— and You Can Too!

Kylie Jenner Created $14 Million Tax-Free Dollars For Her Daughter With This Loophole— and You Can …

Kylie Jenner set her five-year-old daughter Stormi up to have $14 million tax-free dollars in retirement using a loophole that you can use, too! No, …

07.16.24  Customer No-Service - A New Low   /   Preventing Tax ID Theft

07.16.24 Customer No-Service - A New Low / Preventing Tax ID Theft

Today - Clark discusses what’s behind the collapse in customer service over the past 2 years and how savvy companies can distinguish themselves. Also…

169. The Hidden Tax Affecting All Americans with All Voting is Local

169. The Hidden Tax Affecting All Americans with All Voting is Local

In the latest episode of the Financial Feminist podcast, Tori engages in a powerful conversation with voting expert Hannah Fried, Executive Director …

Your Retirement Tax Time Bomb Is Ticking Louder (SB1543)

Your Retirement Tax Time Bomb Is Ticking Louder (SB1543)

What do you do to diffuse the retirement time bomb? The government has a plan, and you won't like it. Joe was the emcee recently for maybe the bigges…

1363 - Mortgage Interest Tax Deductions 101 by Chris Bibey

1363 - Mortgage Interest Tax Deductions 101 by Chris Bibey

Do you enjoy filing your taxes? Of course you don’t. But there’s a silver lining.  Doing your taxes can be fun (or at least tolerable) when you under…

What Are Ways to Reduce My Taxes?

What Are Ways to Reduce My Taxes?

Laura answers three listeners’ questions about ways to reduce taxable income, cut taxes, and save more money.

Military Taxes, State Tax Laws & Spouse Side Hustles | Military Spouse Residency Relief Act | Military Tax Experts Alliance w/ Paul Allen #130

Military Taxes, State Tax Laws & Spouse Side Hustles | Military Spouse Residency Relief Act | Milit…

Taxes can be complicated. Military families have a number of unique concerns when thinking about their taxes- which state(s) to file in, how to withh…

10 Tips to Optimize Taxes When You Retire Early

10 Tips to Optimize Taxes When You Retire Early

In this episode of the Personal Finance Podcast, we are going to talk about the 10 tips to optimize taxes when you retire early. How Andrew Can Help…

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 4…

Let's Save a Bundle on Taxes (with Hannah Cole) - SB1532

Let's Save a Bundle on Taxes (with Hannah Cole) - SB1532

Tax planning in June? Of course! Why would you wait until next year, when you can't make ANY financial moves that save you money, to start figuring o…

What Tax Will I Owe on My Investments?

What Tax Will I Owe on My Investments?

Laura answers a listener’s question about paying tax when selling an investment and what to do with the extra cash.