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Which money moves fit your situation?

Answer a few quick questions and get the strategies that may apply to you — with the lessons that show you exactly how. Free, instant.

Your 60-second plan

Check everything that's true for you

I own investment or rental real estate

I'm self-employed or own a business

I've sold — or plan to sell — an investment property with a gain

I have kids I could employ or save for

My household income is high (roughly $200k+)

I want to protect my assets from lawsuits

I'm interested in alternative investments (crypto, metals, private lending)

I own a business I might sell one day

Your matches

Strategies that may fit you

These are educational matches — not advice. Watch the lessons, then confirm with a licensed pro before acting.

Instant calculators

Put a real number on it

1031 Exchange

Tax you could defer by reinvesting a property gain.

Your capital gain ($) Est. combined tax rate (%)

potentially deferred

Augusta Rule

Deduction from renting your home to your business ≤14 days.

Fair daily rate ($) Days rented (max 14)

business deduction · $0 taxable to you

Solo 401(k)

Rough contribution room for the self-employed (2025, under 50).

Net self-employment income ($)

rough contribution room (est.)

Estimates for education only, not tax advice. Actual numbers depend on your full situation and current law — confirm with a qualified tax professional. Solo 401(k) estimate uses the 2025 employee deferral cap and 20% of net self-employment income, capped at the annual limit; your real number varies.

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