Reader Case Study: Finding 7 Figures of Tax Alpha Under the Couch Cushions

Last month, I received an email from a reader (shared anonymously with permission): My wife and I are 53, living in Texas with our two kids. We’ve built up about $1 million in stocks and retirement accounts (we got a late start!). I’m a small business owner, with pre-tax and pre-expense income around $500,000, netting ... Read more