Tax Strategies

Inherited IRA Rules 2025: Annual RMDs, Tax Strategies, and the 25% Penalty

Why 2025 Changes Everything for Inherited IRAs and Your Complete Action Plan for Compliance, Tax Savings, and Distribution Strategy

Understanding Progressive Tax Brackets for High Earners

Why Your Marginal Rate Isn't Your Actual Tax Bill (And What That Means for Six-Figure Earners)

Debunking the 'Lower Tax Bracket in Retirement' Myth That's Costing You Hundreds of Thousands

Understanding the true lifetime tax cost of traditional retirement savings

Breaking Down the Walls: How New Policy Changes Could Transform Your 401(k) Investment Options

The Complete Guide to Estate Taxes: Federal vs State Rules After the OBBBA

How the 2025 OBBBA transformed estate tax planning: Understanding federal exemptions, state tax strategies, and family wealth protection

Understanding Trump Accounts: A Complete Guide to America's New Children's Investment Program

How to Claim Your Child's $1,000 Government Gift and Build Long-Term Wealth Through Strategic Tax-Deferred Investing

The Big Beautiful Bill's tax impact on high earners

A Strategic Guide to Tax Savings, Effective Rate Reductions, and Planning Opportunities Under the 2025 Legislation

Stop Paying IRS Penalties: Master the Safe Harbor Rule for Irregular Income

The little-known IRS provision that shields entrepreneurs and high earners from underpayment penalties—no matter when income arrives

How to Open a Roth IRA for Kids: Complete Custodial Account Guide

The Ultimate 2025 Guide to Setting Up Tax-Free Retirement Savings for Children and Teens

Solo 401(k) Contribution Limits 2025: How to Contribute Up to $81,250

Complete guide to maximizing retirement contributions and tax savings for self-employed individuals and small business owners

Estate Planning Guide 2025: Protect Your Wealth Before Tax Laws Change

Complete beginner's guide to estate planning with current exemptions, tax strategies, and urgent 2026 deadline considerations

Unused 529 Funds? How to Roll Them to Roth IRA Tax-Free (Complete 2025 Guide)

How smart families are converting unused education savings into decades of tax-free retirement growth