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The Mega Backdoor Roth: A Tax-Efficient Strategy for High-Earners in Sarasota, Florida
If you’re like many Floridians, you want to have the most tax-efficient financial plan possible,…
Roth Conversions in 2023 (& Beyond)
Financial advisors love the Roth account. By providing tax-free withdrawals and eliminating Required Minimum Withdrawals…
Investment vs. Insurance: Striking the Perfect Balance
Growth versus protection. Security versus potential. This isn’t a discussion on investment strategies, portfolio adjustments,…
Should I Roll Over My 401(K)?
Are you thinking of changing jobs? If you’re like most Americans, you just might be.…
The Social Security Decision
As we approach retirement age, we have a slew of options available to us; we…
From 49er to Data Miner
In 1848, gold was discovered in California, leading to a massive influx of people from…
How to Handle a Windfall
Many of us, at some point in our lives, will end up with a lump…
Estate Planning for Young Families
Deep down, we all expect to live forever. Or at least long enough to live…
The Effects and Implementations of Generative AI
The internet was created in the 1960s for inter-agency government, scientific, and university communications. However,…
How to Plan a Tax Savvy Retirement
You’ve finally reached retirement with a healthy nest egg and many years of bliss ahead…
A Robo-Advisor or a Financial Advisor – Which is Best for You?
As technology advances and artificial intelligence and automation seep into every aspect of our daily…
What retirement plan is best for my small business?
Entrepreneurs love to steer the financial helm of their enterprises, primarily focusing on growth and…
The 8 Biggest Changes from Secure 2.0
The Revenue Act of 1978 introduced the 401(k), thereby handing employees the reins to their…
How high-income earners can save on taxes
Retirement planning and financial management can often seem like a game of chess, where every…
The Family Limited Partnership vs. The Family LLC: Choosing the Best Structure for Your Estate Planning
A comprehensive estate plan goes beyond trusts, wills, and charitable giving strategies. In fact, you…
How interest rates affect your investment portfolio
It’s always big news when the Fed announces a change in interest rates. The Fed…
How to use the Kiddie Tax to your favor
In light of tax season officially ending today (April 18th), we wanted to help you…
Risk Mitigation Strategies for the Wealthy
Building generational wealth is the goal of many Americans, but knowing how to grow and…
The Backdoor Roth IRA (Don’t make these conversion mistakes)
If you are a high-income earner in Sarasota, you may feel that you’ve been blocked…
2023 Retirement Plan Changes
There is excellent news on the retirement front with the enactment of long-awaited changes to…
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