Dec 3, 2024
Today, we’ll break down the latest updates on 401(k), IRA, and HSA limits for 2025, and forecast the tax landscape under the new administration. We’ll also look at the possible extension and expansion of the TCJA, the SALT cap, and tax credits—and even provide a few things you may want to do before year-end and...
Nov 26, 2024
We’re diving into a topic that many people overlook when it comes to their finances—the importance of working with a unified financial team.
We recently received a question from an investment manager of a client we only handle tax services for, and it sparked an important discussion about the need for clear...
Nov 19, 2024
So today, we're diving into our post-election world, with a focus on student loans. Trump, plus a Republican majority in the Senate, means there's, at minimum, uncertainty on the horizon as it pertains to loan programs - income-driven, PSLF, SAVE, and anything in between.
If you’ve got student loans or you’ve been...
Nov 12, 2024
In this episode, we explore the Roth vs. Traditional retirement account decision specifically for ER docs. With high income, fluctuating tax brackets, and the potential for major tax changes in the future, choosing the right account can significantly impact your long-term financial strategy.
We break down the pros and...
Nov 5, 2024
With the market performing well recently, many of you may find yourselves sitting on sizable gains in your portfolios. But how do you navigate these gains effectively to optimize your tax situation?
On today's episode, we'll break down the mechanics of tax-gain harvesting—what it is, when to use it, and how it can...