In the world of financial planning, few strategies have garnered as much attention and intrigue as the “Thiel Strategy.” Named after Peter Thiel, the co-founder of PayPal, this approach leverages the unique tax advantages of Roth IRAs by investing in high-growth, illiquid assets like startup equity. The essence of the strategy lies in funding a Roth IRA with assets that, while initially undervalued, such as founder’s stock, have the potential to appreciate significantly over time. In doing so, investors can potentially generate substantial tax-free wealth within their retirement accounts. Understanding the Thiel Roth IRA The core of the Thiel Strategy…

The present and future of the tax law is currently being debated in Congress, and it seems all but certain that big changes will be made before the end of 2025 when the so-called Trump tax cuts are scheduled to expire. We all have to pay taxes, and that will remain a constant, though very few of us enjoy the annual drudgery associated with tax return filings, much less the constant record-keeping and the nagging fear of audit. Most of us don’t especially like parting with some of our hard-earned dollars either. It doesn’t help that our tax system is…