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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 20240802HOU[Original Broadcast]

EPISODE 20240802HOU
[Original Broadcast]

Tags: roth, self-directed 401 trust

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 20240628HOU[Replay of May 26, 2024]

EPISODE 20240628HOU
[Replay of May 26, 2024]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240606HOU[Original Broadcast]

EPISODE 20240606HOU
[Original Broadcast]

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

EPISODE 20240526HOU[Original Broadcast]

EPISODE 20240526HOU
[Original Broadcast]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240216HOU[Original Broadcast]

EPISODE 20240216HOU
[Original Broadcast]

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

EPISODE 20240211HOU[Replay of Jan 14, 2024]

EPISODE 20240211HOU
[Replay of Jan 14, 2024]

Tags: only ssa to fund retirement, self-directed 401 trust, soft landing-maybe not says Jamie Dimon

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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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