In this week's episode, Brad and Jonathan examine the concept of assets and where they fit in your general tax strategy. Together, they discuss the different factors that effect how and when you pay your taxes, compare the differences between Roth IRA's and 401k's, and explore potentially beneficial ways in which after-tax investments and 401k's overlap!
Resources Mentioned In Today's Conversation
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414 | House FIRE | Alan Corey
413 | Mental Wealth & Healing | Rich Jones
412 | What's In Your Index Fund? | Katie & Alan Donegan
411 | The Simple Path to Wealth | JL Collins
410 | Short-Term Rentals on the Path to FI | Kelly Cronin
409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney
408 | Debt Payoff, Disney & Taking Action | Audrey
407 | Kristi | Households of FI Update
406 | 18 Months of Massive Action | Josue
405 | Matt & Meg | Households of FI Update
404 | Just Keep Buying | Nick Maggiulli
403 | Alignment & Adjustments | Scott & Taylor Rieckens
402 | Vivian | Households of FI Update
401 | Court from Modern FImily Returns
400 | Zach & Marilyn | Households of FI Update
399 | Money with Katie | Katie Gatti
398 | Troy & Lindsay | Households of FI Update
397 | Securing Your Financial Life
396 | The Valuist | Bo Loy
395 | The Debtist Finds Balance in FI
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