Pursuit Street Advisors

12/01/2025

Why Roth conversions are LESS valuable than ever! Watch now on YouTube!

🔥Want to be our client? Tax & Financial Planning, Investment Management, Tax Prep ➡ https://pursuitstreetadvisors.com/bookRoth conversions used to be a no-b...

09/16/2025

If you received an inheritance or are doing your own estate planning, and want to save money on capital gains taxes, you need to understand the step-up in basis rule. This powerful tax provision can eliminate massive tax bills when inheriting assets like real estate, stocks, bonds, or other investments.

In this video, I’ll break down everything you need to know about step-up in basis, including:
✅ What it is and how it works
✅ Real-world inheritance and estate planning examples
✅ Mistakes to avoid when gifting assets before death
✅ How to use step-up in basis to legally lower taxes

This strategy isn’t just for the wealthy—it’s for anyone who wants to protect their family and reduce taxes when passing on assets.

Stick around until the end where I share a real client case study that shows how step-up in basis saved tens of thousands in taxes!

🔥Want to be our client? Tax & Financial Planning, Investment Management, Tax Prep ➡ https://pursuitstreetadvisors.com/bookIf you received an inheritance or ...

08/27/2025

You’ve worked hard, saved diligently in your 401(k) or IRA, and now you want to retire early at 50.

But here’s the catch—most retirement accounts don’t let you touch your money until age 59½ without paying a 10% penalty.

In this video, I’ll show you the exact strategy one of my clients used to retire at 50 with $1.5M saved, while keeping his taxes under 4% annually and avoiding penalties.

I cover how to use IRS Rule 72(t) Substantially Equal Periodic Payments (SEPP), taxable brokerage accounts, and Roth IRA contributions to create sustainable, tax-efficient income that lasts through age 100.

P.S. Don't forget to subscribe if you found it helpful!

📊 Book A FREE Intro Call With Me ➡ https://pursuitstreetadvisors.com/bookHow to Retire Early at 50 | Access Retirement Accounts Before 59½ Without Penaltie...

07/26/2025

Visit our YouTube channel for more financial planning strategies to help lower taxes, invest smarter, and make work optional.

Are you a high-income earner between the ages of 30 and 50? You’re in the right place. This channel is here to help you: 1. Lower taxes 2. Invest smarter 3. Make work optional My name is Will Hinder, and I am a fiduciary financial planner & IRS Enrolled Agent, and I'm the founder of Pursuit Street...

02/12/2025

Ever stared at your retirement accounts and wondered if you’re making the most of your money?

If you’ve heard people talking about Roth conversions but felt lost in the financial jargon, you’re not alone.

With so many retirement strategies out there, it’s easy to feel overwhelmed.

But don’t worry – I’m here to break down everything you need to know about how to do a Roth conversion, in plain English.

A Roth conversion strategy can be a smart way to manage taxes in retirement if you currently have a large amount of pre-tax savings.

02/11/2025

Every year, countless retirees hand over thousands in unnecessary taxes to Uncle Sam.

Meanwhile, their neighbors – with similar savings – pay a fraction of what they do.

I’m about to show you why – and more importantly, how to make sure you don’t leave a tip for the IRS.

Lowering taxes in retirement is not as hard as you might think, and this guide will show you exactly how in 6 easy steps.

Lowering taxes in retirement is not as hard as you may think, this guide will show you how to reduce taxes in retirement and keep more money.

05/22/2024

Everything has its trade offs, especially when it comes to tax & estate planning.

Every asset gets taxed at some point.

Irrevocable trust assets avoid estate tax, but face capital gains tax.

Assets in your estate get that stepped-up basis, avoiding capital gains, but get hit with estate taxes.

Life insurance is one of the few ways to completely eliminate taxes on transferred wealth.

Even though life insurance is NOT one of the “sexy” areas of financial planning, I believe it is the cornerstone to any great financial plan.

08/11/2023

❓Are tax deductions free money from the government?

Unfortunately no, but if you need help determining which deductions and credits may be applicable to you and your business, reach out to schedule a no-cost consult!

www.willhinder.com

12/02/2022

There’s been lots of talk about inflation lately, but what exactly IS inflation?

Inflation is comprised of these categories 👇🏻

41.7% housing 🏠
19.8% transportation 🚗
14.2% food 🍔
8.2% medical care 🏥
6% education 📚
5% recreation 🏈
2.4% apparel 👖
2.7% other ⚖️

Some notable inflation items over the last year are:

Rent +7.2% 📈
Health insurance +20.6% 📈
Coffee +20.7% 📈
Airfare +27.7% 📈
Smartphones -20% 📉

What else has been hit hard by inflation lately? (beside gas 😂)