By allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created. Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a…
For some investors, converting from a Traditional IRA to a Roth IRA can create significant tax efficiencies. But the calculation depends on a number of factors, and the answer isn’t the same for everyone. Michael Johnston takes a deep dive…
Beyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios. Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide…
401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo…
Health Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a “stealth” way to max out retirement savings.…
The Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift…
WealthChannel has a big announcement today: we are launching a new podcast! On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies…