Setting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the “big box” providers. Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to…
The 1031 exchange is one of the most powerful tax savings opportunities available to U.S investors. But it’s also one of the easiest to screw up. Marc Hershberg, Managing Partner and CEO at Topaz Capital Group, joins Michael Johnston to…
Just as individual investors can use the tax code to boost their returns, savvy real estate developers can maximize returns to their investors by identifying all credits and incentives available to them. Barrett Linburg joins Michael to discuss how his…
Andy Hagans joins Michael to answer questions that listeners of the show have submitted about various tax strategies. Michael and Andy discuss Roth IRAs for both children and startups, the tax breaks of the UTMA, and how to deal with…
Donor advised funds (DAFs) are gaining in popularity as a way for business owners to minimize their tax burden while also supporting meaningful causes. Kim Ledger and Joe Gianforte join Michael to discuss how High Net worth Investors can use…
Custodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it…
For many investors, accumulating assets is relatively easy and straightforward. What can be a lot harder is the process of de-accumulation. David Graham joins Michael to discuss the tax arbitrage opportunities available to investors who strategically place asset classes, use…
As the macroeconomic environment shifts to a period of interest rate volatility for the first time in over a decade, shorter duration debt with less sensitivity to interest rate hikes is showing some momentum. Jillian Murrish, CEO at Pier Asset…
There’s a compelling case to be made for farmland as part of a long term portfolio. There are also some potentially significant tax advantages associated with this asset class. Josh Guggenheim, VP of Acquisitions at Gold Leaf Farming, joins Michael…
In 2024, investors are able to put $69,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy…
We’ve all come across tax savings strategies that seem too good to be true. Where should investors go from there? Andrew Gradman, a tax attorney in Southern California, joins Michael to discuss why it’s important to cultivate a healthy sense…
A self directed IRA (SDIRA) can provide high net worth investors with access to a number of alternative asset classes in tax-sheltered retirement accounts. Kaaren Hall, founder and CEO of uDirect IRA Services, joins Michael to discuss the use cases…