Tax Planning

You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.

In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.

Solo 401(k)s permit you to contribute to the plan both as the “employer” and as the “employee.”

Consider moving your official place of residence to your vacation house, live in it 760 days out of five years, and then take the exclusion.

Decreasing your standard of living is the quickest path toward retirement.