As a high earner, you’re likely always on the lookout for ways to maximize your after tax returns. Let’s explore some advanced strategies that can help you keep more of your hard earned money. Tax Efficient Investment Strategies to Maximize After Tax Returns One of the most effective ways to boost your after tax returns […]
Maximizing Your After Tax Returns: Advanced Strategies for High Earners Read More »
Retirement planning can feel like walking a tightrope. Balancing today’s tax strategies against tomorrow’s needs. I’ve seen countless clients wrestle with one question: Which is better: Traditional IRA or Roth IRA? As someone building assets or if you have significant assets, this decision isn’t as simple as picking one based on a quick online search.
Which is Better: Traditional IRA or Roth? Read More »
When you’ve worked hard to build wealth, the last thing you want is for your financial goals to feel like they’re all competing for your attention. You may feel like others that participate in reading asmallinvestment.com; they often juggle a variety of financial objectives, saving for retirement, managing taxes, planning for a legacy, and more.
How Do I Prioritize My Financial Goals? Read More »
Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025 Read More »
Here at A Small Investment, LLC my goal is to understand your goals and deliver clear and actionable advice that meets your needs. In this insight we will evaluate key strategies that can make a real difference in your financial future. Tax-Efficient Investing for High Earners Savings money counts for all; however, when you’re in
The Secret Strategies The High Net Worth Use to Maximize Wealth in Uncertain Times Read More »
Unlocking your financial future through goal setting. Financial goal setting is not just for those beginning their financial journey, but also for those that understand that success doesn’t happen by accident. Achieving financial independence or securing a comfortable retirement requires careful planning and actionable goals. But how do you ensure you’re on the right path
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Should I use an annuity as part of my retirement income strategy? Replacing the income you are used to in retirement can be complicated. You’ve likely spent decades building wealth, investing wisely, and working toward financial security. But as retirement nears, the question becomes: how do you turn your assets into sustainable income for the
Should I use an annuity as part of my retirement income strategy? Read More »
For my high net worth clients, I am especially thankful this year. The reason? They have a golden opportunity to take advantage of the higher estate and gift tax lifetime exemption for 2024. This is a significant financial planning moment, and one that could help preserve millions of dollars for future generations, charitable causes, and
What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education. However, for us, funding that education goes beyond just saving money,
What’s the right strategy for funding my child’s education? Read More »
As we approach Thanksgiving, the end of the year, and start thinking about taxes, I’m reminded of celebrating financial wins. A financial win I’m thankful for: the ability to make deductible IRA contributions. This simple but powerful tool offers a range of benefits for those who qualify, especially you if you are not participating in
