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Episode 21: Meet HENRY – Intro to HENRY Series

Aug 26, 2019

This starts a special series on H.E.N.R.Y., which stands for High Earner, Not Rich Yet. Nate talks about things you can do early in your career, like proper tax efficient planning, to help make sure you are prepared for retirement.

Here are just a handful of the things that we'll discuss:

  • A “HENRY”, is someone who could be ineligible to contribute to a Roth IRA
  • Many tax credits go away the more money you make
  • If you have high income in retirement, you could pay more in taxes & Medicare



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