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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 Wants to Fix the Broken 401(k) Rollover System - Here's Why High-Income Investors Should Pay Attention
August 17, 2026

The IRS Wants to Fix the Broken 401(k) Rollover System - Here's Why High-Income Investors Should Pay Attention

IRS Notice 2026-49 proposes an optional standardized framework for moving retirement assets between employer plans and IRAs, with the potential to make rollovers faster and more secure while...

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Jimmy Buffett's Estate Faces Legal Showdown Image of Buffet
June 19, 2025

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...

September 10, 2024

Pros and Cons of Revocable and Irrevocable Trusts

Welcome to the essential topic of trusts in estate planning. Trusts act as guardians, ensuring...

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VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

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