Jeff Lin
Tax & Financial Planning
Jeff has been in financial advisory and insurance since 2018. He holds FINRA Series 6 & 65 licenses and specializes in advanced tax planning, life insurance, and estate strategies for high-income families.
Articles
The $1 million rule is outdated. We break down exactly how to calculate your retirement number based on your income, lifestyle, and tax situation — and the strategies that get you there faster.
Jeff Lin·May 15, 2026
When your income exceeds $200K, standard deductions and basic retirement accounts aren't enough. We cover the advanced tax strategies — from backdoor Roths to deferred compensation — that actually move the needle.
Jeff Lin·May 10, 2026
Asset allocation — not stock picking — drives over 90% of portfolio returns. We walk through how to build a portfolio aligned with your time horizon, risk tolerance, and tax situation.
Jeff Lin·May 5, 2026Plain-language life insurance advice, no spam.