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...
by Gene Gordon | Feb 22, 2025 | blog
In the landscape of sophisticated tax planning strategies, Private Placement Life Insurance (PPLI) stands out as perhaps the most powerful tool that most high-net-worth individuals have never heard of. This strategy artfully combines the inherent tax benefits of life...
by Gene Gordon | Feb 15, 2025 | blog
For high-net-worth business owners, pension-related deductions represent one of the most powerful tax optimization strategies available. When properly structured, these deductions can help reduce taxable income by millions while building substantial retirement wealth....
by Gene Gordon | Feb 7, 2025 | blog
As a high-income earner, managing your tax burden requires strategic planning and knowledge of available tax reduction methods. This guide explores effective strategies to help reduce your taxable income while staying compliant with tax regulations. Understanding Tax...
