Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move?
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Part 3: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes
Traditional retirement savings plans like 401(k)s and IRAs can go a long way in helping you prepare for retirement. However,
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these
Part 2: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes
More than half of Americans have a traditional retirement plan like a 401(k) or IRA. For many, these can be
Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“Is your retirement plan setting you up for a catastrophic tax event?” This may sound like a dramatic question, but
Part 1: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes
Are all of your retirement “eggs” in one “savings basket”? If you’re part of the 59% of Americans who have a
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these
There’s a New Set of SALT Rules in Town: How to Avoid a Tax Increase
How does the “One Big Beautiful Bill” Act (OBBBA) impact you? That’s the question on the minds of many taxpayers—and
Will the New SALT Rules Mean a Tax Increase? Avoid the Tax Cliff Using Income Timing
Even before the “One Big Beautiful Bill” Act (OBBBA) started making headlines, taxpayers and lawmakers were debating what to do
Part 3: There’s a New Tax Act in Town: Doubling Down on Deductions
Now that the dust has begun to settle and Americans are wrapping their minds around the many details of the
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