Tax Savings Strategies for Self-Employed Professionals: Solo 401(k) and Defined Benefit Plans
Households earning $500K–$600K could face an effective federal tax rate of 45% in 2025 under the new OBBBA rules. Learn how self-employed professionals can protect their deductions—and their wallets—using smart tax planning strategies like solo 401(k)s, defined benefit plans, and income timing.
Maximize Your Retirement Savings: Mega Back Door Roth Conversions
If you have extra funds available for retirement, a Mega Backdoor Roth conversion is an excellent way to grow your savings tax-free. This strategy allows individuals to make "after-tax" contributions to their 401(k) or 403(b) beyond the usual contribution limits, which can then be converted into a Roth account tax-free.
Tax Season FAQs
The most common tax season questions that we receive from our clients each year.
The Complete Guide to HSA Accounts: Everything You Need to Know
It all begins with an idea.
Understanding the Benefits of Qualified Charitable Distributions - QCDs
It all begins with an idea.
The Ultimate Guide To Generating Investment Income In Retirement
It all begins with an idea.