Employer Match & Roth Options Expand in 2025
Many employers are offering Roth employer contributions. This development opens up powerful new planning strategies, especially for those who anticipate being in a higher tax bracket in retirement.
The “One Big Beautiful Bill Act” (OBBBA)
The new tax bill introduces several new deductions while modifying or eliminating others. Some of the new provisions are temporary, expiring in a few years. Most are phased out for high earners. Proactive tax planning will be important to make sure each taxpayer benefits from the changes applicable to their own situation.
The SALT Tax: History, Debate & Financial Impact
The State and Local Tax (SALT) deduction is once again a hot topic as congress debates tax legislation. This article explores the deduction’s century-long history, the effects of the current $10,000 cap, and the ongoing policy debate surrounding its future.
A Summary of Key Changes for Tax Year 2025
More than 60 provisions that impact your 2025 returns that you file in 2026
Maximizing Retirement Savings: The Medical HSA
The “medical IRA” offers triple-tax benefits and is a unique retirement tool