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Dave Anthony
Nov 30, 20247 min read
FAQ: How to legally pay ZERO taxes on $1m of W2 or Roth IRA conversion income
Top 10 Frequently Asked Questions How to Legally Pay ZERO taxes on $1 million W-2 or Roth IRA Conversion Income Q. How can I Legally...
Dave Anthony
Nov 27, 20244 min read
How can Section 179 be used to reduce my taxable income if I am a W-2 Employee and make over $1 million?
This is a great question, and unfortunately is probably one of the most misunderstood and underutilized benefit regarding section 179....
Dave Anthony
Nov 23, 20231 min read
How to Save Taxes on million dollar Roth IRA conversions
Roth IRAs allow the owner to benefit from TAX FREE growth and TAX FREE withdrawals but are funded with after tax funds. How can you...
Dave Anthony
Dec 3, 20225 min read
Biggest Life Insurance Mistakes
For most people, buying life insurance is difficult enough, even when it’s done right. But when it is done with only one eye open, or...
Dave Anthony
Dec 3, 20223 min read
Tax planning strategies for the accredited investor using oil and gas investments
Direct oil and gas investments can provide for some excellent income and tax planning opportunities for today's accredited investors with...
Dave Anthony
Dec 3, 20225 min read
In-Service Withdrawals from 401(k) Plans: The Law and the Plan Rules
What are in-service, non-hardship employee withdrawals? Some companies allow active employees participating in a qualified employer...
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