Is a Roth Conversion Good For Those Over 60?
September 10, 2025
For individuals with substantial balances in a traditional IRA or other traditional retirement account, a Roth conversion can reduce the amount of future RMDs and
Retirement & Investment Tax Planning
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Five Key Provisions of New Tax Law Affecting Estate Planning
August 27, 2025
The One Big Beautiful Bill, signed into law on July 4, 2025, reshapes estate and tax planning strategies. Key provisions include a higher $15 million estate and gift tax exemption, an expanded SALT deduction cap, preservation of lower income tax rates, enhanced benefits for qualified small business stock, and continuation of the 20% QBI deduction. Together, these changes provide new opportunities for high-net-worth individuals and business owners to refine their tax and estate plans with greater certainty.
Hidden Advantages of the Defined Benefit Plan
July 26, 2025
If you’re a high-earning solo business owner looking to boost your retirement savings and cut your tax bill, a defined benefit plan may be the solution you haven’t considered. Often associated with corporate pensions, these plans offer self-employed professionals the opportunity to make significantly larger, tax-deductible contributions than other retirement options—potentially saving six figures in taxes each year. Here’s how they work and who they’re best suited for.