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Insights

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

Taxes, Retirement, 401(k) Strategy

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 maxed out your 401(k), your income disqualifies you from direct Roth IRA contributions, and someone...

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Taxes
Financial Planning
Equity Compensation
RSU
Business Owner Planning
Retirement
Tax Policy & Legislation
Real Estate

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

Taxes, Retirement, 401(k) Strategy

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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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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