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NEWSLETTER
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A backdoor Roth is a way for high-income earners to still contribute to a tax-free account: the Roth IRA.
Are you confused about which account to fund first? Should you put money into your 401k? Or IRA? or 529 for the kids education? Let's break down the order of saving.
A listener asks: "I have been working at a tech startup for 7 years and it just went through an IPO and my stock is worth $4m. Now what?!"
What is a Donor Advised Fund and how can you use it to save on your taxes? Check out this episode to hear real-world examples of using a DAF to massively save on taxes while doing good in the world.
What is an Individual Retirement Account? Which is better: a Traditional IRA or a Roth IRA? Where should you invest your money? Which one makes more sense? And be sure to listen to the end where we talk about Roth Conversions and Backdoor strategies.
What is a Health Savings Account (HSA)? How does it work? What can you use it for? And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars.