A Mad Fientist reader named Brian reached out to me and said that he increased his savings rate by utilizing some of the tax-avoidance strategies I write about here.
Not only did these strategies help him to save more, they also allowed him to take advantage of other tax benefits that he hadn’t previously been eligible for (which then reduced his costs even more)!
He asked if I’d be interested in a case study (with his actual numbers) and I said yes!
Take it away, Brian…
If you’re frugal and willing to learn a little bit about the nuances in the tax code, you can save a massive percentage of your earnings every year.
This can be done by stacking the benefits of tax-advantaged savings.
By maximizing tax-deferred accounts first, a moderate income earner drives down their adjusted gross income (AGI).…