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Tax Planning

Tax-aware planning across the financial life — Roth conversions, QCDs, charitable giving, capital gains, and tax-efficient investing for retirees and families.

Featured · Tax Planning
OBBBA Tax Changes 2025: How High-Income Self-Employed Households Can Avoid the 45% Tax Trap
Households earning $500K–$600K could face an effective federal tax rate of 45% in 2025 under the new OBBBA rules.
Jamie Upson · July 24, 2025
More Guidance

Articles in Tax Planning.

Tax Planning
The Benefits of Qualified Charitable Distributions (QCDs)
Why charitably inclined retirement-account owners should consider qualified charitable distributions (QCDs).
Jena Santa Anna · March 13, 2024
Tax Planning
Roth Conversion Guide
Maximize your retirement savings with strategic Roth conversion planning. Explore IRA to Roth IRA conversions to unlock financial opportunities.
Jamie Upson · February 29, 2024
Tax Planning
Maximizing Returns Through Tax Loss Harvesting
How tax-loss harvesting works, and how it can help manage the tax cost of investing over time.
Joe Gauvin · February 29, 2024
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