Posts Tagged ‘Roth IRA’
2025 Guide: 11 Ways High-Income Individuals Can Save on Taxes
As a high-income earner, you’re likely facing a significant tax burden, but with the right strategies, you can significantly reduce that liability. 2025 brings new opportunities for tax savings, and with the right knowledge and guidance, you can keep more of what you’ve earned. In this guide, we’ll cover 11 actionable ways to save on…
Read MoreUnlock Hidden Roth Contributions Through Your 401(k) or 403(b)
Roth IRA contribution limits are frustrating—especially when you’re a high earner. But there’s a way around it that most people miss. If your employer offers the right retirement plan, you can contribute far more than the standard Roth IRA limit—legally and efficiently. This strategy is called the Mega Backdoor Roth, and it works through your…
Read MoreUnderstanding the SECURE Act 2.0: What You Need to Know for 2023 and Beyond
As retirement planning continues to evolve, so do the laws that govern how we save, invest, and plan for our future. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was a significant step forward, but the passage of the SECURE Act 2.0 in 2022 has introduced even more changes aimed at…
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