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Daniel May, CFP®

Daniel May, CFP®

I am the author of Beyond Basics, which helps you make the most out of every dollar by keeping you informed and up-to-date with current financial news, Financial Mutant money strategies, and optimizing your financial life. Get Beyond Basics delivered straight to your inbox every other Thursday by signing up from any article.

Posts by Daniel May, CFP®

marginal tax rates

Here’s Why Roth Isn’t Always Better Than Pre-Tax

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We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability to grow tax-free and qualified…

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How Much Do You Actually Need To Retire?

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Believe it or not, the concept of saving for your own retirement is a fairly recent creation. Brian, our Money Guy, predates the 401(k) plan.…

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This Is What Tax Planning Really Means

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There is at least one political issue that the vast majority of both major political parties are in agreement on: taxes. No, we don’t agree…

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