Articles tagged with “tax-strategy”
6 articles
TrumpIRA vs Trump Accounts: Two Very Different Programs Explained (2026)
TrumpIRA.gov and Trump Accounts (530A) are two completely different programs. One opens July 4, 2026 for children. The other launches January 1, 2027 for workers without retirement plans. Here's the complete breakdown.
Mega Backdoor Roth 2026: How to Contribute Up to $47,500 Extra to Roth (Step-by-Step Guide)
The mega backdoor Roth lets high earners contribute up to $47,500 extra to Roth in 2026 — far beyond the standard $7,500 Roth IRA limit. Step-by-step guide, plan requirements, pro-rata pitfalls, and FIRE strategy.
FIRE Healthcare 2026: How to Cover Health Insurance Before Medicare
The enhanced ACA subsidies are gone. Here's how FIRE investors cover health insurance from early retirement to Medicare at 65 in 2026 — ACA marketplace, Barista FIRE benefits, HSA strategy, and income management.
HSA FIRE Strategy 2026: The Triple Tax Advantage Every Early Retiree Must Use
The HSA is the most powerful tax-advantaged account for FIRE investors. 2026 limits are $4,400/$8,750. Learn the receipts strategy, how to invest your HSA, and how to bridge healthcare costs from FIRE to Medicare.
Tax-Loss Harvesting Guide 2026: Save Thousands on Taxes with This Simple Strategy
How tax-loss harvesting works in 2026: step-by-step instructions, wash sale rules explained simply, the best ETF swap pairs, and real examples showing how to cut your tax bill by $3,000+ this year.
401k vs Roth IRA: Which Retirement Account is Better for You in 2026?
401k vs Roth IRA in 2026: compare tax advantages, contribution limits, and income rules to pick the right retirement account for your financial situation.