Explore 8 guides filed under the #tax-strategy topic tag.
Navigate Medicare IRMAA cliff brackets on Part B and D. Learn the 2-year lookback rules, dollar thresholds, and how to file Form SSA-44 to wipe out surcharges.
Discover how stealth marginal tax traps trigger 40% to 60%+ effective rates. Learn how to navigate the Social Security tax torpedo, IRMAA cliffs, and surcharges.
Master the 401(k) reverse rollover. Learn how to transfer pre-tax IRA assets into an employer plan, isolate after-tax basis, and eliminate pro-rata taxes.
Master the SECURE Act 2.0 Inherited IRA 10-year rule. Learn how to navigate mandatory RMDs, optimize tax smoothing, and defuse the Year 10 tax bomb.
Master the Mega Backdoor Roth strategy. Learn how to leverage voluntary after-tax 401(k) contributions and in-plan conversions to shelter up to $72,000 in 2026.
Master Net Unrealized Appreciation under IRC Section 402(e)(4). Learn how to convert ordinary income tax into capital gains on 401(k) company stock.
Master the Backdoor Roth pro-rata rule and IRS Form 8606. Learn how IRC Section 408(d)(2) aggregates IRAs and how to eliminate unexpected conversion taxes.
Master advanced Roth conversion strategies for high earners. Learn how to bypass the pro-rata rule, execute a mega backdoor Roth, and evaluate NUA company stock.
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