Inherited an IRA? Don’t Miss This 10-Year Rule
Most heirs must empty an inherited IRA within 10 years, and some must take RMDs every year. Here’s how the rule works and how to avoid the 25% penalty.
Roth Conversion Mistakes That Could Wreck Your Retirement Plan
Roth conversions are often recommended, but they aren't right for everyone. Learn eight scenarios where converting can backfire, and why to run the numbers.
Solo 401(k) vs SEP IRA — Same Income, Twice the Contribution
On a $100,000 W-2 salary, a SEP IRA allows $25,000 while a Solo 401(k) allows $49,500. Learn why the Solo 401(k) wins for most self-employed owners.
The Roth IRA 5-Year Rule Everyone Gets Wrong (It’s Actually Two Clocks)
The Roth IRA 5-year rule is really two rules on two clocks. Learn how each clock works, which Roth dollars come out first, and how to avoid surprise taxes.
Crypto Tax Strategies in 2026: Pay Less, Keep More
Crypto gains can create a big tax bill. Learn five crypto tax strategies for 2026, from tax-gain and tax-loss harvesting to Roth IRAs and charitable trusts.
What Happens If You Don’t Have a Will?
A simple, step-by-step guide to creating a legally valid handwritten will. Learn how to document your wishes, name key roles, and ensure your assets are distributed according to your intent.
The End of Real Estate LLC Privacy? New Rule Explained
A new federal reporting rule changes how real estate held in LLCs is disclosed. Learn when it applies, who must file, and what it means for your privacy.
How I’d Build Wealth From Scratch in 2026 (If I Lost It All)
If I had to start over at zero, what's the smartest path to building wealth again? There's no shortcut. It starts with doing the right things, in the right order, consistently.
Back Door Roth IRA Rules and Steps
High-income earners can still fund a Roth IRA using the “back door” contribution method, even if they earn too much to contribute directly. Here are the rules and steps.
Trump Accounts Explained: How the New Child Retirement Account Can Become a Roth IRA
Trump Accounts let families contribute up to $5,000 a year for a child, no earned income required. Learn how a Roth conversion at 18 unlocks tax-free growth.
LLC Masterclass Part 2: How to Set Up an LLC the Right Way
In Part 2 of the LLC Masterclass, learn the four steps to setting up an LLC the right way, plus tips on tax elections, operating agreements, and choosing your state.
LLC Masterclass, Part 1: Do You Really NEED an LLC for Your Business or Real Estate Investment?
Not sure if you really need an LLC? In Part 1 of the LLC Masterclass, learn the four scenarios where an LLC is essential, and what you risk if you don't have one.
Published Work
VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.
My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US
Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles
My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.
