About Matt Miller

Hi, I’m Matt. I’m the guy behind this blog. My main goal is to help you achieve your financial goals in retirement. I’m a CPA and read the Internal Revenue Code for fun so you don’t have to. I believe that retirement planning shouldn’t be that difficult. There are a few big items that you need to figure out like: How Much You’ll Receive From Social Security and When You Should Claim Benefits. The Amount of Money You Need to Live the Lifestyle You Want In Retirement. Your Tax Liability In Retirement and How to Pay As Little In Taxes As Possible. If you’re looking for a site that will help you optimize your retirement, you’ve come to the right place. There are so many people that don’t understand their financial picture in retirement. But how can you blame them? The system is complicated and fragmented. Your income will come from different sources and you’re taxed at completely different rates depending on the income source. This site will guide you in your journey to cut through the mess that is the American retirement.

Beat The Taxman

Earned income is taxed at high rates while passive income is taxed at lower rates. You have to defer your earned income and strategically use passive losses in order to beat the taxman. There are a few things everyone can [...]

By | January 18th, 2017|Investing, Tax|0 Comments