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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
  • ABOUT
  • FORMS
  • CALL
EPISODE 20241024HOU[Replay of June 6, 2024]

EPISODE 20241024HOU
[Replay of June 6, 2024]

Tags: roth conversion, self-directed 401 trust, us deficit/tax train

EPISODE 20240913HOU[Replay of June 6, 2024]

EPISODE 20240913HOU
[Replay of June 6, 2024]

Tags: roth conversion, self-directed 401 trust, us deficit/tax train

EPISODE 20240801HOU[Replay of June 6, 2024]

EPISODE 20240801HOU
[Replay of June 6, 2024]

Tags: roth conversion, self-directed 401 trust, us deficit/tax train

EPISODE 20240721HOU[Original Broadcast]

EPISODE 20240721HOU
[Original Broadcast]

Tags: Biden student loan program end-around blocked, roth conversion, states where $1 million retirement savings is not enough

EPISODE 20240704HOU[Replay of March 3, 2024]

EPISODE 20240704HOU
[Replay of March 3, 2024]

Tags: commercial bridge debt, northern virginia multi-family, roth conversion

EPISODE 20240630HOU[Original Broadcast]

EPISODE 20240630HOU
[Original Broadcast]

Tags: multi-family development, roth conversion

EPISODE 20240606HOU[Original Broadcast]

EPISODE 20240606HOU
[Original Broadcast]

Tags: roth conversion, self-directed 401 trust, us deficit/tax train

EPISODE 20240425HOU[Original Broadcast]

EPISODE 20240425HOU
[Original Broadcast]

Tags: multi-family development, office to residential conversion, roth conversion

EPISODE 20240310HOU[Original Broadcast]

EPISODE 20240310HOU
[Original Broadcast]

Tags: biden corp tax increase, current jobs data, fincen for small business, roth conversion

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Let’s get started on your early retirement.

"But getting by don't mean your living..."
Neil Diamond | "Nothing But a Heartache" (at 1:09)


The illustration shown below is for educational purposes only, and should not be relied on for tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Example 1: $350,000 401K, 20% IRR, 5 Yr Compound





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