The Ultimate Guide to Tax Savings and Investment Strategies for Founders

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Days
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What you will learn:

  • The essentials of startup financial statements and metrics you need to master 
  • Strategic ways to structure your investments to maintain QSBS eligibility
  • How to maximize Solo 401(k) benefits up to $69,000 per year (2024 limit - it's going up in 2025!)
  • Advanced tax strategies like Backdoor Roth IRA and Mega Backdoor Roth conversions  
  • And much more!

The Ultimate Guide to Tax Savings and Investment Strategies for Founders

Ever wondered how successful founders really manage their finances?

We've teamed up with Carry to create the ultimate financial guide for startup founders. 

Part 2 of this guide covers the practical steps successful founders take to manage their finances, like:

  • How they're structuring their finances to maximize future exits 
  • How they're protecting their QSBS eligibility while scaling 
  • Where they're placing their bets for long-term financial security 

It's all here in Personal Finance for Founders: Part 2. Practical, unfiltered, and potentially life-changing for your financial future. 

This is part 2 of a 3 part series. Want to turn your business success into lifelong financial security? Sign up below 👇

*Your information will be shared with Carry.