Video thumbnail for tae kim: avoid these common tax mistakes! high-income earners' guide to tax planning, roth ira, and investment strategy

tae kim: avoid these common tax mistakes! high-income earners' guide to tax planning, roth ira, and investment strategy

Jan 28, 2026
Boldin: ProjectionLab: Join The Financial Tortoise Community!: Timecodes: 0:00 - #1 - Failing to Max Out Tax-Advantaged Accounts 3:58 - #2 - Mismanaging Equity Compensation 7:12 - #3 - Ignoring Capital Gains Timing 9:27 - #4 - Not Having a Charitable Giving Strategy 12:04 - #5 - Neglecting Strategic Roth Conversions ------------ FAVORITE TOOLS: SoFi - Aura - Shortform - Squarespace - Empower - Monarch - LINKS: Get My Weekly Newsletters: Favorite Books: DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
#Finance #Financial Planning & Management #Investing