Keep More of What YouEarn
Discover personalized tax-saving strategies tailored to your goals. No jargon walls, just clear guidance from financial experts.
Explore Tax Strategies
Answer a few questions to explore which tax planning topics may be relevant to your situation.
I want to sell real estate (investment property)
Tax-Saving Solutions
Structured 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
Learn how converting pre-tax retirement funds to a Roth account works, including how the conversion is taxed.
How It Works
How the steps work, from your first conversation onward
Start a Conversation
Schedule a free introductory call to talk through your situation and questions.
Run Your Numbers
Use our calculator to run an illustrative estimate for the strategies you are exploring.
Explore Your Options
Review the planning topics that may apply to your situation.
Ready to Get Started?
Book a free introductory call to talk through which strategies may fit your situation
About TaxFreeYou
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