How to Buy Real Estate Inside Your Retirement Account
May 3, 2026
Every week, I hear the same thing from business owners and investors: “I was told I can’t buy real estate with my IRA.” That’s not
Retirement & Investment Tax Planning
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7 Big Changes for the 2026 Tax Season
April 12, 2026
What to know about the new deductions from the One Big Beautiful Bill and other key tax breaks If you’re trying to plump up your
IRS ups 401(k) and IRA contribution limits for 2026
March 29, 2026
The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation. The maximum limit for 401(k) plans,
6 Big Social Security Changes for 2026
December 14, 2025
COLA increase, higher Medicare costs and a new tax break will affect beneficiaries’ bottom lines in the year to come. From the highly anticipated cost-of-living
What to Know About the New $6,000 Tax Deduction for Older Adults
December 7, 2025
Who qualifies? How much is it? Does it affect Social Security? Millions of taxpayers ages 65 and older got a big tax break in the
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
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.