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Year-End Planning Moves That Actually Matter for High-Earners

Adding private investments to a 401(k) can sound exciting—exclusive deals, sophisticated strategies, the chance to “invest like institutions.” But the reality is that higher fees, lower liquidity, and diminishing returns make them a questionable fit for most retirement savers.

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When you retire early—or slow down before taking Social Security and required minimum distributions (RMDs)—you often enter a multi-year period where your taxable income drops significantly. That’s when the IRS gives you an unspoken gift: low marginal tax rates. And that’s exactly when Roth conversions become incredibly powerful.

Retirement accounts are powerful tools for growing your wealth and securing your financial future, but the way you allocate assets within these accounts can significantly impact your portfolio's performance and tax efficiency. The key is understanding which types of investments work best in different retirement accounts.

How a unified financial, tax and legal strategy can lead to better outcomes, peace of mind and long-term financial success.

Small Caps have rallied lately. Is this trend just getting started?

Exploring the effects fees can have on ones portfolio

Exploring the basics of estate planning for those under 35.

While normally thought of as a way to save for higher education, 529 plans can also be a part of your estate plan.

High income earners are excluded from contributing directly to Roth IRAs. Backdoor strategies allow them to utilize the tax advantages of Roth IRAs.