Tax strategies are crucial for anyone pursuing financial independence, especially as recent changes in retirement accounts present new opportunities. Learning to optimize Roth and traditional accounts can significantly impact your tax outcomes. Discussions around Roth conversions and 529 plan contributions offer valuable insights into minimizing tax liabilities while enhancing your investment growth.

In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55.

In this episode: taxes, the secure act 2.0, the best news, roths, 529's, catch-up contributions, and the new options you have.

Your tax return can be a powerful financial tool, revealing insights that can lead to significant wealth growth. This episode guides you through ways to capitalize on your refund, discussing strategies for tax efficiency and smart investments. Learn from tax expert Sean Mullaney as he shares valuable tips on making your financial planning more effective, ensuring that you aren’t leaving money on the table.