Are you looking for a substantial tax deduction? If the answer is YES and you’re an independent contractor or you’re a small practice owner, then this is something you should look into. In this episode, Dave talks about… What are benefit plans? The basics of defined contribution plan VS. the defined benefit plan Explanation of defined contribution plans…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……
The SUPER Back Door Roth
The Super Backdoor Roth IRA is one of the easiest ways to get more money into a Roth IRA. So, if you want to learn more then make sure to check this out! In this episode, Dave talks about… The easy ways to have money grow tax-free and come out tax-free in retirement? What is…
The Front-Door and Back-Door Roth
The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today. In this episode, Dave talks about… The front door and backdoor Roth IRA What is the limit to contributing outright to a Roth IRA?…
A Journey in Self Storage with Jeremy and Jennifer Perkins
There are many questions to be answered when considering real estate investment. So, we have our guests today who have a passion for helping people and real estate reach their highest and best use. Jeremy and Jennifer are serial entrepreneurs, and they understand what it takes to build companies and real estate from the ground…