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HSA: IRA on steroid?

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Health Saving Account (HSA) can be used as a tax-advantage saving vehicle, similar to IRA, but more! This is one of the pretax saving that gets overlooked by a lot of people, but it's actually one of the most powerful one. We will go over on how you can utilize HSA to reduce your tax bill, invest the money, as well as optimization strategy on how you can withdraw from … [Read more...] about HSA: IRA on steroid?

Ultimate W2 Tax Strategy for Early Retirement

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I don't hate tax. I just hate overpaying it. I'm not going to get philosophical about US Tax system here since this is a How-to. Tax optimization strategy tend to get complicated depending on one's circumstances at a given time. My goal is to walk through our experience in this area and hope that you can leverage the information. You get to crunch your own number at the … [Read more...] about Ultimate W2 Tax Strategy for Early Retirement