February 21, 2026 Gold and Silver Tax Rules: The 28% Trap Investors Miss Most gold and silver investments are taxed as collectibles at rates up to 28%, which can...
February 15, 2026 Why Financial Plan Assumptions Matter More Than Markets Conservative, forward-looking return assumptions create more durable financial plans than...
February 5, 2026 Financially Free but Unfulfilled? The Hidden Challenge of Retirement Financial independence removes constraints, but fulfillment in retirement only comes from...
December 19, 2025 Non-Qualified Deferred Compensation (NQDC): Executive Tax Strategy Explained An NQDC plan lets select employees defer earned compensation into future years to manage taxes,...
November 17, 2025 2026 Retirement Plan Limits: New Opportunities for High Earners The IRS just released Notice 2025-67 and IR-2025-111, announcing new cost-of-living...
November 3, 2025 The Backdoor Roth IRA Playbook: How High Earners Build Tax-Free Wealth Why high-income professionals still need a backdoor strategy For many successful...
October 1, 2025 Should You Buy an Annuity? A Fiduciary Perspective for High Earners Annuities are one of the most aggressively marketed financial products in the U.S. They...
September 25, 2025 The $145,000 Roth Catch-Up Rule: What High Earners Must Know for 2026 Retirement planning isn't just about saving money; it's about understanding the ever-changing...
September 17, 2025 The Ultimate Guide to Self-Directed IRAs: Risks, Rules, and Opportunities for Investors When most people hear "IRA," they think of plain-vanilla investments: mutual funds, ETFs,...
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...
August 6, 2025 Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners Most high-income business owners are looking for ways to reduce taxable income, fast. One of...
