Business Owner Planning
Retention Risk: Keeping Key Employees Through the Transition
Key employees can affect valuation, deal terms, taxes, and retirement income. Learn how retention planning helps support a smoother business transition.
Key employees can affect valuation, deal terms, taxes, and retirement income. Learn how retention planning helps support a smoother business transition.
I spend a lot of time thinking about business ownership in America because it is one of the clearest ways families build lasting, generational wealth,
Roth conversions in 2026 look different. With tax rates now permanent, the focus shifts to timing, bracket room, and long-term tax control.
In our last piece, we looked at the business exit wave and the number of owners expected to come to market over the next decade.
Prepare for a ranch sale with smart tax planning. Learn how asset allocation, basis, and deal structure impact your after-tax proceeds.
Selling a ranch? Learn how taxes, asset allocation, and strategies like 1031 exchanges and installment sales shape your after-tax proceeds.
Business exit planning timeline: when to start, who to involve, and how to prepare years in advance to maximize valuation, reduce taxes, and protect your wealth.
2026 401(k) updates raise contribution limits, add Roth catch-up rules, and expand planning options for business owners, high earners, and solo operators.
SEP vs SIMPLE IRAs in 2026 explained for business owners, with updated contribution limits, SECURE 2.0 changes, and planning tradeoffs to know.
2026 IRA rules are clearer than ever. Learn new contribution limits, income phase-outs, Roth rules, and backdoor strategies for smarter retirement planning.
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
