I want to share with you three ways to create potentially tax-free income. In full disclosure, there are not the only options, but I feel these three options are readily easily to facilitate for the masses.

The Back Door IRA is incredibly popular. If you aren’t familiar with the strategy, it is essentially this.

If you are under 59 ½, do NOT withhold when doing a Roth conversion.

Let’s assume that you have a $300k IRA and that you would like to convert to a Roth. The number one question that I hear is, “How much do I convert?”

Learn how to make contributions to Roth IRA's for high-income earners. Build your HSA. The role of life insurance. Building a financial plan that prepares you for anything.