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Insights

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

Can AQR Delphi Plus Offset Your W-2 Income?
August 10, 2026

Can AQR Delphi Plus Offset Your W-2 Income?

AQR Delphi Plus is a tax-aware hedge fund that may generate ordinary, nonpassive losses capable of offsetting W-2 income, but the actual deduction depends on basis, at-risk rules, excess business...

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Abstract image symbolizing financial freedom and peace of mind — representing liquidity, clarity, and control.
May 24, 2025

The Highest Dividend Money Pays? Control.

The Highest Dividend Money Pays? Control.

The highest dividend money pays? Control — over your...

Illustration of proposed SALT deduction increase from $10,000 to $40,000, highlighting tax planning strategies for high-income earners in 2025.
May 24, 2025

New SALT Deduction Cap Could Save You Thousands — Here’s What to Know

The U.S. House of Representatives recently passed a sweeping tax and spending bill that includes...

Person looking at tax documents
April 6, 2025

How Do High Earners Like Me Actually Lower Their Tax Bracket?

Let’s be real—if you’re a high earner, there’s no “EZ form” for your tax strategy. Between equity...

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VIP Wealth Advisors

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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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