3 Tax Tips for After Year-End As the year-end rush subsides, you might think you’ve missed your chance for any meaningful tax planning. However, there are still several tax tips you can use to lower… Read More
3 Tax Tips After Year-End
Tax Planning
Understanding the 457b Retirement Plan: A Hidden Gem
Understanding the 457(b) Retirement Plan: A Hidden Gem Retirement planning is full of complicated acronyms and different types of plans. You’ve probably come across a 401(k), 403(b), maybe even a Roth IRA, and it can… Read More
Five Costly Blunders Physicians Make with Their Health Savings Accounts
Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… Read More
Solo-K vs. SEP IRA, Which is Right for You?
Solo-K vs SEP IRA: Choosing the Right Retirement Plan for Self-Employed Individuals Retirement planning can be daunting, especially if you’re self-employed. With several options at your disposal, it can be challenging to decide which retirement… Read More
Should I Open A Roth IRA For My Child?
Should You Open a Roth IRA for Your Child? Here’s What You Need to Know Have you ever wondered if you can open a Roth IRA for your child? You’re not alone. Many parents are… Read More
No 401k Plan, Now What?
Six Alternatives to Your 401k or 403b Plan Usually, your 401k or 403b is your best bet for retirement savings. However, there are times when these options might not be available to you. Perhaps you… Read More
Common Backdoor Roth IRA Questions Answered
Common Backdoor Roth IRA Questions Answered If you’re a high-income earner trying to secure your retirement with a Roth IRA, you’ve probably come across the term “Backdoor Roth IRA.” It’s an essential strategy to bypass… Read More
Year-End Tax Planning Deadlines and Items to Consider
Year-End Tax Planning Deadlines and Items to Consider As the end of the year approaches, it’s the perfect time to tackle your tax planning. Whether you’re wrapping up 2024, preparing for 2025, or even glancing… Read More
Roth IRA Strategies for Physicians
The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… Read More
The Backdoor Roth IRA and Three Mistakes to Avoid
Unlocking the Secrets of the Backdoor Roth IRA: Key Strategies and Mistakes to Avoid When it comes to retirement planning, the Roth IRA stands out due to its tax-free growth and withdrawal benefits. However, high… Read More