tax-saving investments

Use a Self-Directed IRA (SDIRA), not a standard IRA, to invest in real estate and private equity. The Key to […]

Use a Spousal IRA, not just a single IRA, if you have a non-working spouse. The Two-Person Canoe Imagine you

Use a Donor-Advised Fund (DAF), not a checkbook, for your charitable giving. Your Own Personal Charitable Foundation Writing checks to

Use cash value life insurance as a “tax-free pension,” not just for a death benefit. Your Own Private, Tax-Free Reservoir

Use a 529 Plan for triple-tax benefits, not a simple savings account. The Tax-Proof Greenhouse for Your Savings Using a

Use an S-Corp election for your LLC, not just staying a sole proprietor, to save on self-employment taxes. The Two

Use your HSA as a “Stealth IRA” for retirement, not just a healthcare checking account. The Lunchbox That’s Secretly a

Use ETFs in your taxable account, not mutual funds, to avoid phantom capital gains. The Carpool vs. Your Own Car

Use a Cost Segregation Study, not straight-line depreciation, to supercharge your deductions. Unpacking Your Building’s Financial Suitcase Imagine buying a

Mega Backdoor Roth conversion The Secret Door in Your Financial House Imagine your retirement savings is a house. Your main