by Chad Stooksbury | Oct 1, 2026 | Financial Planning, Individuals & Families, Tax Strategies
If you have a large traditional IRA, your children could inherit more than an investment account. They could also inherit a significant future income-tax obligation. The SECURE Act did not create a new inheritance tax. But for many families, its inherited IRA rules...
by Chad Stooksbury | Jul 13, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many Indiana and Chicagoland families, a strong income does not come from one simple paycheck. It may come from overtime, shift differentials, union wages, public safety schedules, healthcare demand, two W-2 incomes, bonuses, taxable investments, and years of...
by Laurie Otey | Jun 29, 2026 | Financial Planning, Tax Strategies
If your advisor is not talking with you about year-end tax planning by the fall, it may be time to start the conversation yourself. That does not mean you need to make rushed decisions. In fact, the opposite is true. The earlier you begin, the more time your advisory...
by Derric J. Isensee | Jun 28, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many high-income earners, retirement planning is not only about whether they are saving enough. It is about whether they are making the most of what they have already built. You may be contributing consistently, investing thoughtfully, and building wealth at a...
by Chad Stooksbury | Jun 15, 2026 | Financial Planning, Tax Strategies
Investment performance matters. For high-income individuals and retirees, portfolio growth can help create flexibility, support retirement income, and preserve wealth for the next generation. But returns are only one part of the story. A portfolio can look strong on...
by Karin Clauson | Jun 14, 2026 | Financial Planning, Tax Strategies
How to Reduce Tax Drag in a Taxable Brokerage Account For many high-income investors, the question is not just, “How did my portfolio perform?” It is also, “How much of that return do I actually keep after taxes?” That distinction matters, especially if you are an...
