Sean Mullaney is known as the FI Tax Guy and he joins the show today to talk about why we should all be using the Roth IRA on our path to financial independence.
Bio
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning. The Firm also offers tax return preparation and tax controversy services.
Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.
Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning.
He has discussed his professional background on the ChooseFI podcast. He blogs on tax and financial independence at fitaxguy.com and you can follow him on Twitter @SeanMoneyandTax.
Sean and his wife Catherine live in Woodland Hills, California. He serves as the Chair of the finance council of St. Bernardine of Siena Roman Catholic Church in Woodland Hills. Outside of professional pursuits, he enjoys spending time with his wife, the comedy of Larry David and Jerry Seinfeld, the football of the New York Jets, and exercising to Les Mills BodyPump and GRIT.
Disclaimer: This is not tax, investment, or financial advice. This is a podcast meant to entertain. None of what is said should be taken as financial advice. Please consult your own advisors regarding your own matters.
We Discuss
- Major Advantages Of A Roth IRA
- Create An Artificially Low Income To Avoid Taxes
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This information is my opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
