38 min listen
Tax Strategies on FIRE: Financial Independence / Retire Early
FromTwo Sides of FI
ratings:
Length:
45 minutes
Released:
Dec 4, 2022
Format:
Podcast episode
Description
Do you worry about taxes and how they impact your financial goals? Whether you're on a FIRE path or retiring traditionally, there are many critical tax topics to consider. In this episode, Jason talks with financial planner and CPA Sean Mullaney, creator of The FI Tax Guy blog. We talk about common tax misunderstandings, the power of solo 401(k) accounts, Roth conversions, and tax loss harvesting. Check out the link below for the show notes including all the content we mentioned in the video.
Show notes: https://twosidesoffi.com/fitaxguy
Sean's book: "Solo 401(k): The Solopreneur's Retirement Account" - https://amzn.to/3B4bqet
Show notes: https://twosidesoffi.com/fitaxguy
Sean's book: "Solo 401(k): The Solopreneur's Retirement Account" - https://amzn.to/3B4bqet
Released:
Dec 4, 2022
Format:
Podcast episode
Titles in the series (80)
Retiring Early - So Why Am I Worried?: Retiring early is a dream for many but the decision to leave the workplace early can impact us in ways we may not have predicted. In this episode, we discuss the first year of Jason's early retirement and Eric shares his own concerns as he approaches FI.... by Two Sides of FI