Navigating Retirement Accounts for Beginners

Do you worry about taxes and how they impact your financial goals? Whether you're on a FIRE path or retiring traditionally, there are many critical tax topics to consider. In this episode, Jason talks with financial planner and CPA Sean Mullaney, creator of The FI Tax Guy blog. We talk about common tax misunderstandings, the power of solo 401(k) accounts, Roth conversions, and tax loss harvesting. Check out the link below for the show notes including all the content we mentioned in the episode.

Show notes: https://twosidesoffi.com/fitaxguy

Sean's book: "Solo 401(k): The Solopreneur's Retirement Account" - https://amzn.to/3B4bqet