The Foundation of Multi-Generational Wealth Preservation When considering legacy planning strategies, the first step is understanding that true wealth preservation extends far beyond simple wills and beneficiary designations. Comprehensive legacy planning examines how your assets will transition across generations while minimizing erosion from taxes, probate costs, and family disputes. For retirees, this process begins with […]
Advanced 401(k) Strategies for High-Income Professionals For those seeking the best retirement plans for high earners, maximizing your 401(k) should be the foundation of your strategy. High-income individuals have unique opportunities to leverage these employer-sponsored plans beyond the standard contributions. The 2023 contribution limit of $22,500 (plus $7,500 catch-up for those 50+) is just the […]