Pursuit Street Advisors

Why Roth conversions are LESS valuable than ever! Watch now on YouTube!

Why Roth Conversions Are LESS Valuable Than Ever! 🔥Want to be our client? Tax & Financial Planning, Investment Management, Tax Prep ➡ https://pursuitstreetadvisors.com/bookRoth conversions used to be a no-b...

If you received an inheritance or are doing your own estate planning, and want to save money on capital gains taxes, you need to understand the step-up in basis rule. This powerful tax provision can eliminate massive tax bills when inheriting assets like real estate, stocks, bonds, or other investments.

In this video, I’ll break down everything you need to know about step-up in basis, including:
✅ What it is and how it works
✅ Real-world inheritance and estate planning examples
✅ Mistakes to avoid when gifting assets before death
✅ How to use step-up in basis to legally lower taxes

This strategy isn’t just for the wealthy—it’s for anyone who wants to protect their family and reduce taxes when passing on assets.

Stick around until the end where I share a real client case study that shows how step-up in basis saved tens of thousands in taxes!

Step-Up in Basis Explained | How to Avoid Capital Gains Tax 🔥Want to be our client? Tax & Financial Planning, Investment Management, Tax Prep ➡ https://pursuitstreetadvisors.com/bookIf you received an inheritance or ...

You’ve worked hard, saved diligently in your 401(k) or IRA, and now you want to retire early at 50.

But here’s the catch—most retirement accounts don’t let you touch your money until age 59½ without paying a 10% penalty.

In this video, I’ll show you the exact strategy one of my clients used to retire at 50 with $1.5M saved, while keeping his taxes under 4% annually and avoiding penalties.

I cover how to use IRS Rule 72(t) Substantially Equal Periodic Payments (SEPP), taxable brokerage accounts, and Roth IRA contributions to create sustainable, tax-efficient income that lasts through age 100.

P.S. Don't forget to subscribe if you found it helpful!

How to Retire Early at 50 (NO PENALTIES!) | IRS Rule 72(t) Explained 📊 Book A FREE Intro Call With Me ➡ https://pursuitstreetadvisors.com/bookHow to Retire Early at 50 | Access Retirement Accounts Before 59½ Without Penaltie...

Visit our YouTube channel for more financial planning strategies to help lower taxes, invest smarter, and make work optional.

Will Hinder, EA Are you a high-income earner between the ages of 30 and 50? You’re in the right place. This channel is here to help you: 1. Lower taxes 2. Invest smarter 3. Make work optional My name is Will Hinder, and I am a fiduciary financial planner & IRS Enrolled Agent, and I'm the founder of Pursuit Street...

Ever stared at your retirement accounts and wondered if you’re making the most of your money?

If you’ve heard people talking about Roth conversions but felt lost in the financial jargon, you’re not alone.

With so many retirement strategies out there, it’s easy to feel overwhelmed.

But don’t worry – I’m here to break down everything you need to know about how to do a Roth conversion, in plain English.

How To Do A Roth Conversion & Is It Right For You? A Roth conversion strategy can be a smart way to manage taxes in retirement if you currently have a large amount of pre-tax savings.

Every year, countless retirees hand over thousands in unnecessary taxes to Uncle Sam.

Meanwhile, their neighbors – with similar savings – pay a fraction of what they do.

I’m about to show you why – and more importantly, how to make sure you don’t leave a tip for the IRS.

Lowering taxes in retirement is not as hard as you might think, and this guide will show you exactly how in 6 easy steps.

How to Lower Taxes in Retirement: A 6-Step Guide (2025) Lowering taxes in retirement is not as hard as you may think, this guide will show you how to reduce taxes in retirement and keep more money.