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Insights

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

The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill
September 15, 2025

The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill

Let me tell you a story.

A new client of mine, let's call her Sarah, is a brilliant tech executive with stock grants, rental income, and a salary north of $500,000. She's the type who's always...

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Digital illustration of portfolio performance, tax efficiency, and asset allocation strategies used by VIP Wealth Advisors.
July 16, 2025

The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven

VIP Wealth Advisors: Investment Strategy for High-Earning Professionals, Founders & Families

ROI of Financial Planner depicted as gold coins spouting and growing
June 17, 2025

Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off

Introduction: Is a Financial Advisor Worth It?

If you're a high-income earner, business owner, or...

Treasury ETF tax reporting infographic for state tax savings
June 10, 2025

The Hidden Tax Trap in Treasury ETFs (And How to Avoid It)

Why your “safe” ETF might be costing you more in state taxes than you think

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VIP Wealth Advisors

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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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