Tax-Smart Retirement Planning for Business Owners

Tax-Smart Retirement Planning for Business Owners

Key points Business owners have retirement plan options beyond standard IRAs. Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and cash balance plans can unlock powerful tax savings. The One Big Beautiful Bill (OBBB) introduces new deductions and planning opportunities. What...
SALT Deduction Expansion: What It Means for 2025–2029

SALT Deduction Expansion: What It Means for 2025–2029

Key Points: The SALT deduction cap will temporarily increase to $40,000 starting in 2025, creating short-term tax planning opportunities for high earners in high-tax states. Taxpayers with income between $500,000 and $600,000 may see reduced or no benefit due to...