California E&S Insurance

I definitely learned a lot about taxes this year in trying to understand everything. Especially with ACA subsidy cliffs, Roth IRA conversion considerations, trying to nail down what the dividends from taxable accounts will be, whether to get an HSA-supported health care plan, whether to contribute to a T-IRA (if you have earned income), etc. Yet another "shift" in thinking and planning that's abruptly needed when transitioning from working to RE.

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