Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families

Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families  by Scott Searles  |  May 1st, 2026 When the Deadline Disappears, So Does the Pressure—Or [...]

By |2026-05-01T13:55:22-04:00May 1st, 2026|Retirement Blog, Weekly Update|0 Comments

Private Equity Payouts: How to Avoid a Surprise Tax Bill

Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It also tends to introduce [...]

By |2026-04-24T10:18:17-04:00April 16th, 2026|Retirement Blog, Weekly Update|Comments Off on Private Equity Payouts: How to Avoid a Surprise Tax Bill

What Your 2025 Tax Return Reveals About Your Retirement Plan

What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles  |  April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]

By |2026-04-02T16:33:31-04:00April 10th, 2026|Retirement Blog, Weekly Update|Comments Off on What Your 2025 Tax Return Reveals About Your Retirement Plan

Top Ten Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.

By |2023-02-23T16:55:06-05:00March 16th, 2023|Podcasts|Comments Off on Top Ten Tax Questions For Retirees In 2023
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