Keep More of What YouEarn
Discover personalized tax-saving strategies tailored to your goals. No jargon walls, just clear guidance from financial experts.
Find Your Perfect Strategy
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I want to sell real estate (investment property)
Tax-Saving Solutions
Amortized Installment Sale
Sell your real estate for principal and interest payments over time—perfect if you're retiring out of property and want predictable income over a set period.
537 Installment Sale Trust
Defer capital gains on high-value assets—businesses, crypto, real estate—indefinitely. Collect interest-only payments until you dissolve the trust.
1031 Exchange w/ Safety Net
Swap investment property for like-kind real estate to defer taxes. Ideal for investors who never want to cash out—just keep rolling gains into new deals.
Roth Conversion Strategy
Convert pre-tax retirement funds into a Roth account. The converted amount is taxed as income in the year of conversion.
How It Works
Here is how the process works, step by step
Start a Conversation
Schedule a free introductory call to talk through your situation and questions.
Run Your Numbers
Use our calculator to run illustrative estimates and learn which strategies may be worth discussing.
Explore Your Options
Review the planning topics that may apply to your situation.
Review With Your Own Advisors
Take what you learned to your own tax and legal professionals before making any decision.
Ready to Get Started?
Book a free introductory call to talk through your options
About TaxFreeYou
Tax planning can be hard to follow because of complexity and jargon.
Our goal is to explain retirement tax planning topics in plain language.
Our Mission
Make sophisticated tax strategies accessible to everyone, not just the ultra-wealthy. We simplify complex tax law into actionable strategies.
Our Promise
No jargon walls, no hidden fees, no empty promises. Just clear guidance.
Contact Information
📞(800) 345-9808
✉️start@taxfreeyou.com
🕒Monday - Friday: 8:00 AM - 6:00 PM PST
Saturday: 9:00 AM - 12:00 PM PST
What to Expect
- ✓Free 30-minute introductory call
- ✓Personalized tax strategy review
- ✓Estimated savings calculation
- ✓No obligation to proceed