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๐Ÿ  Lower Taxes w/ Ryan

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Tax Strategy 365 Community

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3 contributions to ๐Ÿ  Lower Taxes w/ Ryan
R.E Cost Seg Referral Link
Hello! I just finished my intro call with R.E. Cost Seg, and they mentioned a 10% discount if I use a referral link. Has anyone here worked with them before and has a link that I can use? Thank you!
2 likes โ€ข 6d
Here's my referral code: I've used them once, and using them again. https://recostseg.referral-factory.com/um7oeGQy
Be careful not to overfund these accounts.
Be careful not to overfund your 401ks/HSAs/or social security
Be careful not to overfund these accounts.
2 likes โ€ข Dec '25
Thanks for this Ryan. Sort of piggy backing on this, I know someone who just opened a ROTH IRA and continuted to it even if he was over the income limit, he didn't do the back door route. Will there be penalties for that in the near and far future? How should he correct it?
Opening a new business credit card
I was told that, we can open personal or business credit cards but use them vice versa as long as books are clean. Meaning, we can open a CC under our personal name and exclusively use it for a specific rental property's expenses, and vice versa, we can open a CC under our business name and use it for our personal property, IF we are renting out rooms (co-living, ADU, etc), as long as we have clean books and clear categorizations? Is this true and correct?? @Ryan Bakke, CPA @Mason Kimball, CPA @Kevin Medina, CPA, MBA
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@cristina-diaz-6741
Hi! I am a mom of two, who are my "why's". I am also an RN who wants to break away from the golden handcuffs & keep more of my hard earned $$$!

Active 6d ago
Joined Nov 19, 2025
San Francisco Bay Area
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