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2026: Your Guide to Contributions and Tax Law Changes
Heading into 2026, recently enacted legislation – including the One Big Beautiful Bill Act (OBBBA) and ongoing provisions of SECURE…
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Fed Cuts, AI Power Demand, and Global Defense: 2025’s Defining Themes
As 2025 enters its final stretch, we remain constructive but cautious. Our view is rooted in a few central theses:…
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No Tax on Social Security? – Not So Fast
During the last presidential election, one of the campaign promises that President Trump made was to eliminate taxes on Social…
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Big Beautiful Bill, Part 2: New Below The Line Deductions
OBBBA has numerous changes and noteworthy inclusions that we’ll continue to highlight in a series of articles. This second article…
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Big Beautiful Bill, Part 1: Brackets, Deductions, and New Planning Opportunities
Independence Day 2025 marked more than fireworks and festivities—it also marked the passing of a sweeping piece of tax legislation:…
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Supercharge Your Roth Part 2: Mastering the Mega Backdoor
The Backdoor Roth contribution, as outlined in my previous article, is a strategy that remains relatively unknown to many. Even…
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Supercharge Your Roth Part 1: Mastering the Backdoor
Roth Money Roth money is undoubtedly a valuable component of a well-diversified financial portfolio, thanks to the fact that qualified…
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Social Security Fairness Act Could Change Retirement For Millions
Background Until now, individuals who did not contribute to the Social Security system for at least part of their careers…
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2025: YOUR GUIDE TO CONTRIBUTIONS AND TAX LAW CHANGES
2025, along with the enactment of SECURE Act 2.0, brings some significant changes to Plan Contribution Limits in addition to…
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