Breaking Down the “One Big Beautiful Bill Act”: What You Need to Know

by Jason Epps | Jul 21, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Tax Strategies, Uncategorized

The “One Big Beautiful Bill Act” just became law, and if you’re wondering what it means for your taxes, you’re not alone. This isn’t your typical tax overhaul—instead, it’s a strategic mix of making existing benefits permanent while...

5 Strategies for Saving Taxes in Retirement

by Tricia Lepofsky | Feb 1, 2024 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC®     If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your...

What NOT to Do in the First 10 Years of Retirement

by Tricia Lepofsky | Nov 1, 2023 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC®     Embarking on the journey of retirement is often viewed as a time of relaxation, adventure, and well-deserved freedom from the daily grind. However, the first 10 years of retirement can be a critical period that sets the tone for...

Maximize Your Retirement: Stay Ahead of the Game by Avoiding These Common Mistakes

by Tricia Lepofsky | Aug 1, 2023 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC® Retirement is a time many of us look forward to—a chance to relax, pursue our passions, and enjoy the fruits of our labor. But the unfortunate truth is that there are many common mistakes retirees fall into that end up hindering their...

How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth

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...

The Mega Backdoor Roth & Partial Roth Conversions Explained

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...