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EP117: The Top 4 Tax Loopholes For Investing - with Eric Brotman

By Chris Peach

Eric Brotman is on the show to share with us the four strategies everyone needs to implement to keep Uncle Sam away from your money. There are so many different ways to build wealth, but the ones Eric focuses on during our interview all has to do with taxes. Believe it or not, very simple decisions you make today will have tremendous benefits or consequences later in life. Whether we are talking about a 401k, ROTH IRA, 529, or even some outside-of-the-box strategies, all of them have tax implications. Here’s what we discuss: What to do with 401k when you leave your job? ROTH IRA or Traditional IRA - which ones is best for you? A tax loophole with ROTH IRAs A tax loophole with your health expenses A tax loophole with education savings A tax loophole I may not quite agree with yet...
 NOTE: At the end of the show, Eric drops a bomb on me and I wasn’t ready for it. You are going to “feel” the awkwardness when Eric mentions something which I am NOT a fan of. But...he does a pretty good job of “bending” me just a little bit :) All the show notes, links and anything Eric and I mentioned can be found at https://www.moneypeach.com/session117  

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