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Jim Richter
Oct 10, 20244 min read
Long-Term Tax Planning: Proven Methods to Minimize Your Lifetime Tax Liability
This marks the final week of our tax planning series, where we'll bring together the key concepts covered over the past few weeks. For...


Jim Richter
Sep 12, 20245 min read
The Mega Backdoor Roth: A Powerful Retirement Strategy
The Mega Backdoor Roth has become an increasingly popular strategy for individuals looking to supercharge their retirement savings,...

Jim Richter
Sep 4, 20245 min read
IRA vs. Roth IRA: Pre-Tax vs. Post-Tax Contributions and Conversions
This is week five of our 7-week series. If you wish to read our previous articles, you can chose them from the list below: Tax Planning:...
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