by Tricia Lepofsky | Apr 3, 2023 | Blog, High Income Earners, Retirement Planning
By Tricia Lepofsky, ChFC® Taxes are a major concern for those planning for retirement, and the backdoor Roth IRA can be a smart way to reduce their impact. While this strategy isn’t for everyone, it could be an ideal option for those looking to reduce their tax burden...
by Jason Epps | Mar 1, 2023 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start. If you’re taking the time to think about what you want to do this...
by Tricia Lepofsky | Feb 1, 2023 | Blog, High Income Earners, Retirement Planning
By Tricia Lepofsky, ChFC® Mega backdoor Roths and partial Roth conversions became the talk of the town when the first draft of the Build Back Better Act included provisions that would eliminate these strategies for high-income families. Though the bill ultimately...
by Jason Epps | Jan 4, 2023 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required minimum distribution) and giving to charity, learn...
by Tricia Lepofsky | Oct 28, 2022 | Blog, High Income Earners
By Tricia Lepofsky You know your children have a lot to learn. Out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should top that list. Why? Financial literacy is a skill that can make...
by Jason Epps | Oct 5, 2022 | Blog, High Income Earners, Tax Strategies
By Jason Epps, CFP®, CRPC® Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with more...
