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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
  • ABOUT
  • FORMS
  • CALL
EPISODE 20240303HOU[Original Broadcast]

EPISODE 20240303HOU
[Original Broadcast]

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

EPISODE 20240301HOU[Original Broadcast]

EPISODE 20240301HOU
[Original Broadcast]

Tags: current inflation data, fed's declining "shock" absorber, roth conversion

EPISODE 20240216HOU[Original Broadcast]

EPISODE 20240216HOU
[Original Broadcast]

Tags: cbo 10-year forecast, roth conversion, self-directed 401 trust

EPISODE 20240105HOU[Original Broadcast]

EPISODE 20240105HOU
[Original Broadcast]

Tags: $34t deficit and rising, mortgage rates decline, retirement income requirement goes up, roth conversion

EPISODE 20231208HOU[Original Broadcast]

EPISODE 20231208HOU
[Original Broadcast]

Tags: 2017 tcja expirations, roth conversion, us deficit

EPISODE 20231201HOU[Original Broadcast]

EPISODE 20231201HOU
[Original Broadcast]

Tags: deficits, roth conversion

EPISODE 20230929HOU[Original Broadcast]

EPISODE 20230929HOU
[Original Broadcast]

Tags: real estate private partnership syndications, roth conversion, tax brackets on sale

EPISODE 20230820HOU[Original Broadcast]

EPISODE 20230820HOU
[Original Broadcast]

Tags: fed funds chart, ppm risk factors discussion, roth conversion

EPISODE 20230101HOU[Replay]

EPISODE 20230101HOU
[Replay]

Tags: a replay of 01-01-23, repp class a new-build, roth conversion, secure act 2.0, syndication math

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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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Complete our Intake Forms to receive a custom, complimentary 401 MATH Illustration.


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