Here are the updated tax rate graphs for 2020. This year, in addition to married filing jointly (MFJ), I have…
Maximizing U Texas Retirement Accounts with ORP (2019 edition)
Last year, I made a lengthy video and post Facebook Live Episode 3: $73,500 into U Texas Retirement Accounts discussing…
Episode 28: Backdoor Roth in Turbotax
How to properly file your backdoor Roth properly with TurboTax! (Video tutorial) *This video is for entertainment purposes and not…
Facebook Live Episode 26: Tax Lost Harvesting (Part 2) and Happy New Year!
Facebook Live Episode 26 Tax Loss Harvesting Part 2! Capital Loss Carryover How much does TLH “really” help? Keeping your…
Facebook Live Episode 25: Tax Loss Harvesting Video Tutorial (Part 1)
How to Tax Loss Harvest (in Vanguard) – A Video Tutorial Tax Loss Harvesting (TLH) is one of the great…
Facebook Live Episode 24: TAXES part 7: Marginal & Effective Tax Graph; Tax Liability; Did I Withhold Enough Tax
TAXES part 7 Here is the 2018 table showing your total Federal income tax ($), marginal tax rate (%), and…
Facebook Live Episode 23
LIVE from FINCON 2018 Meet Bonnie Koo (MissBonnieMD.com), Peter Kim (PassiveIncomeMD.com), and Carrie (HippocraticHustle.com), Kate & Shinola Part I Part…
Facebook Live Episode 22 – Backdoor Roth Tutorial
Backdoor Roth Tutorial – and why do it if high income? *note – i wasn’t clear on this part:…
Facebook Live Episode 21: 403b & Solo 401k
Facebook Live Episode 21 Have a 403b and a Solo 401k? How much can I put into each??
Facebook Live Episode 20: Married Filing Jointly vs. Separately (Taxes Episode 6); PAYE / PSLF
Facebook Live Episode 20: Married Filing Jointly vs. Separately (Taxes Episode 6); introducing the 8 brackets and a bit about…