Two lifelong friends document and share their personal journey as they seek to become financially independent and retire early (FIRE). One achieves his FIRE goal in 2020 during a global pandemic, inspiring the other to play catch-up. Whether you are new to the FIRE movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.
Episodes
Sunday Dec 04, 2022
Tax Strategies on FIRE: Financial Independence / Retire Early
Sunday Dec 04, 2022
Sunday Dec 04, 2022
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 episode.
Show notes: https://twosidesoffi.com/fitaxguy
Sean's book: "Solo 401(k): The Solopreneur's Retirement Account" - https://amzn.to/3B4bqet
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