Roth Conversion & Capital Gains Case Study

Last week we touched on some ways to take advantage of a year in which your income would be lower, specifically by converting funds from a traditional IRA into a Roth IRA as well as selling investments at a gain for the purpose of paying less in taxes. This week we’ll take a deeper diveContinue reading “Roth Conversion & Capital Gains Case Study”

Taking Advantage of a Low Income Year

I first heard the term “mini-retirement” when reading The 4-Hour Workweek by Tim Ferriss several years ago, and it really clicked with me as someone who was just starting their career. In short, as an alternative to working ~40 years straight before starting out to live your life on your own terms, you slide inContinue reading “Taking Advantage of a Low Income Year”