November 2025

Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients

B2B, Blog, Individual Strategies /

“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move? Typical responses include maxing out any retirement accounts, such as 401(k)s and IRAs, and for some taxpayers, this will take them a long way toward their goals. For others, retirement accounts can actually be ticking […]

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Part 3: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

B2C, Blog, Business Strategies /

Traditional retirement savings plans like 401(k)s and IRAs can go a long way in helping you prepare for retirement. However, these account types can also become ticking time bombs for unprepared taxpayers. Because of mandatory distribution rules and age limits, taxpayers may not be able to withdraw their funds when they need them, or they

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Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients

B2B, Blog, Individual Strategies /

“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these are what set you apart from compliance-only tax professionals. As a proactive tax planner, you know that no two clients’ situations are identical. So why would you recommend the same tax strategies to everyone? This

Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients Read More »

Part 2: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

B2C, Blog, Business Strategies /

More than half of Americans have a traditional retirement plan like a 401(k) or IRA. For many, these can be straightforward and effective ways to set aside the funds needed for the future. However, taxpayers may not realize that retirement plans can come with ticking time bombs. If you land in a higher tax bracket

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Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients

B2B, Blog, Individual Strategies /

“Is your retirement plan setting you up for a catastrophic tax event?” This may sound like a dramatic question, but it’s an important one—and one that your clients may never have asked themselves. Many taxpayers lean into the most popular retirement strategies, like funneling money into a 401(k) or IRA, without evaluating if that is

Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients Read More »

Part 1: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

B2C, Blog, Business Strategies /

Are all of your retirement “eggs” in one “savings basket”? If you’re part of the 59% of Americans who have a retirement savings plan, chances are you have a 401(k) or IRA. These retirement plans can come with numerous benefits, such as employer matching, tax-free contributions, or tax-deferred growth. However, many taxpayers go all-in on these

Part 1: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes Read More »

Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients

B2B, Blog, Individual Strategies /

“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these are what set you apart from compliance-only tax professionals. As a proactive tax planner, you know that no two clients’ situations are identical. So why would you recommend the same tax strategies to everyone? This

Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients Read More »