Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is...
Helping an Adult Child Without Creating Financial Dependence
Apr 22, 2026
One of the most common questions I get from parents centers on gifting to adult children. The tension is almost...
The Risks of Lending From a Self-Directed IRA
Apr 15, 2026
Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one...
Is Rental Real Estate the Right Alt for You?
Apr 9, 2026
When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early...
When Your Charitable Giving Outgrows a DAF
Apr 9, 2026
If you’ve been giving consistently and generously for years, at some point someone is likely to suggest you consider starting...
What Happens to Foreign Accounts When You Move Back to the U.S.
Apr 2, 2026
If you worked internationally and came back to the United States with money still sitting in a foreign account, you...
What Private Equity Looks for Before They Make You an Offer
Apr 1, 2026
Selling a business is not something you prepare for in the final months before going to market. The work that...
The Entrepreneur’s Retirement Problem: What to Do When Your Business Is Your Only Asset
Mar 26, 2026
If you have spent the last two decades building a business, you have probably made the same calculation over and...
Selling Rental Properties Without a Massive Tax Bill: What You Need to Know About Delaware Statutory Trusts
Mar 25, 2026
Many of our clients reach a point in life where they are ready to simplify. The properties that once felt...
Inheriting a Traditional IRA: How to Manage the 10-Year Tax Rule
Mar 19, 2026
Inherited an IRA? Here’s What the 10-Year Rule Really Means for Your Taxes Inheriting a large traditional IRA can feel...