Retirement Planning
Asset Location – A Tax Lens on Retirement Investing
As a med-tech professional, you know that optimization is the key to both product design and business scaling. When it
October 10, 2025
No Comments
Category: Tax Planning
RECENT ARTICLES
Retirement Planning
Creating Flexible Income in Retirement: Roth Conversions
If you saved for retirement in a tax-deferred account, you lowered your taxes in the years you contributed pre-tax dollars.
September 12, 2025
No Comments
Tax Planning
Understanding the Impact of the “One Big Beautiful Bill”
Following extensive deliberations, Congress has enacted and President Trump has signed comprehensive tax and spending legislation on July 4. This
July 7, 2025
No Comments
Retirement Planning
Deferred Compensation – A Plan for Unlimited Retirement Savings
Deferred Compensation: A Plan for Unlimited Retirement Savings Maxing out a 401(k) plan is the foundation of a retirement savings
June 23, 2025
No Comments
Retirement Planning
Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally
April 22, 2025
No Comments
Retirement Planning
Avoiding the Penalty for Early Roth IRA Withdrawals
The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free,
February 24, 2025
No Comments
Retirement Planning
2025 Retirement Savings Contribution Limits
The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and
November 30, 2024
No Comments
Tax Planning
Inflation-Adjusted Increases Come Down to Earth
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good
November 11, 2024
No Comments
Charitable Giving
Donor Advised Funds: A Flexible Tool for a New Generation of Giving
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible
September 19, 2024
No Comments
Tax Planning
How Mergers and Acquisitions Can Impact Your Equity Compensation
When your company undergoes a merger or acquisition, the future of your outstanding stock grants—whether stock options, restricted stock, or
August 23, 2024
No Comments