Justin's Personal Tax Planning Template

is Now Available!

Here's What You Get:

1. Immediate access to the Personal Tax Planning Template you've watched Justin use on YouTube.

  • Lower your lifetime tax liability with Justin’s Roth IRA Conversion “smoothing strategy” and see the results in real time within the Personal Tax Planning Template.

  • Determine your projected RMDs for all future years for all your IRAs.

  • Estimate how much tax you’re going to pay for every year between now and any future year you select.

  • Calculate how much of your Social Security will be subject to tax based on the estimate of all your other income.

  • Project the balances of all your Traditional IRA & Roth IRA accounts out to any year desired. See how the balances change as you refine your annual Roth Conversion to whatever amount is most beneficial for your facts and circumstances.

  • Identify IRMAA impact on an annual basis as you test out different Roth Conversion strategies.

  • Plan for capital gain or loss harvesting, inherited IRAs and estimated taxes & agree your results to TurboTax or other tax prep software.

  • The Personal Tax Planning Template works in Excel, Apple Numbers, Google Sheets and LibreOffice.

Thoughtful tax planning can keep tens of thousands of dollars or more in your family’s pocketbook, and out of the hands of the government, over the course of your life.

2. Immediate access to Parts 1 - 4 of Justin's "Behind The Scenes" Video Series where you can watch step-by-step as Justin builds the Personal Tax Planning Template from scratch. Everything from an blank Excel page to the template you just downloaded. By watching Justin's "thought process" every step of the way to build the template, you will gain a deeper understanding into how to customize and utilize the spreadsheet for your personal facts and circumstances, as you embark on your journey to minimize your lifetime tax burden and keep more money in your family's pocket.

3. Instructional Videos - The new member video training series plus Justin’s recently released 8-Part “Get Ready for Roth Conversions” video training are now complete and accessible immediately. These trainings will get you up to speed on the Tax Planning Template so you can begin your 2025 Roth Conversion decision making & planning process.

MAJOR LEGISLATIVE UPDATE: The One Big Beautiful Bill Act ("OBBBA") was signed into law by President Trump on July 4, 2025. New training videos on the (1) senior deduction, (2) auto loan deduction, (3) above-the-line charitable contributions and more have been uploaded to the member's area & are available now! In addition, all new OBBBA-specific tax planning videos are currently in development. Until these new trainings are complete, Justin is offering Special OBBBA Enactment Pricing to anyone who joins through August 31, 2025.

You will get lifetime access to the Personal Tax Planning Template (including all updates we make to it over the years), plus all instructional video content as it gets added to the member's area for a one-time access fee.

Regular Price $129

OBBBA Enactment Pricing $79 (one time payment through 8/31/25)

I look forward to seeing you inside the course.

- Justin