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Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know
September 30, 2025

Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know

On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the Nasdaq screens. Shares of Gemini Space Station, better known simply as Gemini, the crypto exchange...

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Illustration of a worker contributing to a 401(k), with $145,000 income threshold highlighted and Roth savings shown as tax-free growth.
September 25, 2025

The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2027

Retirement planning isn't just about saving money; it's about understanding the ever-changing...

Solo 401k Form 5500-EZ Mistake
September 9, 2025

Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price

For self-employed professionals and business owners, the Solo 401(k) is a retirement...

Flat design illustration of a tax trap with 401(k) documents and a confused investor reviewing Roth conversion strategy
July 9, 2025

Don’t Confuse After-Tax 401(k) With Roth: The Hidden Tax Trap Costing High Earners Thousands

Roth Rollover Pitfalls: What High-Income Professionals Need to Know

Let me guess: you’ve...

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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