Tax Strategies Category Archives

A focused dive on the Tax Strategies category.

6 Advantages of Cash Balance Plans for Wealthy Entrepreneurs

Introduction Deciding where to stash your retirement savings can feel overwhelming. With options like the traditional 401(k) and the increasingly popular Cash Balance 401(k), it's essential to understand the differences. This guide will help you navigate the waters and decide…

Barry Wirt, Jr.

The Restricted Property Trust: Maximizing Benefits For High-Earning Professionals

The world of financial planning teems with strategies designed to optimize savings, reduce tax burdens, and protect one's hard-earned assets. Among them, the Restricted Property Trust (RPT) stands out, especially for high-income business owners and professionals. By intertwining with Section…

Barry Wirt, Jr.