The Tax Domino Effect (10/3/2026)

A financial decision can make perfect sense on its own and still create an unexpected consequence somewhere else.

This week, Jeremiah and Nic look at that tax domino effect through situations they're dealing with in actual planning. A rental property is sold for needed liquidity, but the capital gain could affect the owner's wife's ACA health insurance subsidy. A Roth conversion could improve the long-term tax picture while increasing income today. And a deduction that reduces taxable income may not necessarily reduce the MAGI number you're trying to manage.

They also discuss Roth vs. pre-tax contributions, partial 1031 exchanges, SEP IRAs vs. individual 401(k)s, accelerating business expenses and building tax diversification before retirement. The question isn't simply whether any one strategy is a good idea. It's what else changes when you use it.

With the fourth quarter underway, Jeremiah and Nic explain why now is the time to start putting those pieces together, especially for strategies that need to be completed before year-end.

Listen, Watch, & Connect!

https://www.therealmoneypros.com

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: