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Cash Balance Plans: A Powerful Retirement Strategy for High Earners

As a high-income professional or business owner, you may be looking for additional ways to save tax-efficiently for retirement beyond traditional plans—like 401(k)s or IRAs—especially after maximizing annual contributions. You may also be asking yourself how you can...

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“One Big Beautiful Bill” Has Passed – Key Tax Changes & What It Means for Individuals, Businesses, and the Deficit

Following extensive deliberations, Congress has enacted comprehensive tax and spending legislation that President Trump signed into law on Independence Day, which is known as the “One Big Beautiful Bill” Act (or OBBBA). This sweeping budget encompasses...

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