by Gene Gordon | Mar 30, 2025 | blog
High net worth individuals face unique tax challenges that require sophisticated planning. With potentially complex income streams, substantial investment portfolios, and significant wealth transfer considerations, the tax landscape becomes increasingly complicated as...
by Gene Gordon | Mar 22, 2025 | blog
In times of economic uncertainty, protecting wealth becomes a paramount concern for high-net-worth individuals and business owners. Qualified retirement plans offer not only significant tax advantages but also robust asset protection features that can be strategically...
by Gene Gordon | Mar 15, 2025 | blog
Introduction: Beyond Tax Efficiency When discussing retirement plans with high-net-worth clients, the conversation typically centers on tax advantages—the immediate deductions, tax-deferred growth, and strategic withdrawal options. While these benefits are...
by Gene Gordon | Mar 8, 2025 | blog
An Urgent Wake-Up Call The word “emergency” isn’t one I use lightly. But after decades in financial planning and tax strategy, I’ve come to a troubling realization: intelligent, successful Americans are leaving enormous sums of money on the...
by Gene Gordon | Mar 1, 2025 | blog
Introduction: Breaking Through Retirement Contribution Ceilings For high-income earners and business owners seeking to maximize retirement savings, the standard contribution limits of traditional retirement accounts can feel frustratingly inadequate. In 2024, the...
