DOES THIS SOUND LIKE YOU?
– How can I take a sabbatical, work part-time, or move to a lower cost of living area to start financial independence faster?
– How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?
– What do other under age 50 work optional clients wish they knew sooner? What can I do today, to retire faster?
– Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?
YOU’RE NOT ALONE.
We’ve saved clients tens of thousands of dollars in taxes just last year, and helped dozens of clients dial in their financial independence date. And, our e-mail inboxes adorn many trophy travel pictures of clients putting all this good planning to great use.