Episode 20 kicks off a two-part series on why most retirees between $2M-$8M need both a Tax Preparer and a Financial Planner. We explore the difference between filing forms (rear-view) and strategic planning (windshield) to help you stop being the middleman and start building a coordinated tax team.

The government is offering a $1,000 seed deposit for the new Trump Accounts, but is it the best place for your grandchild's inheritance? In Episode 19, we break down the pros and cons of Trump Accounts versus 529 Plans and Custodial Accounts (UTMAs) to help high-net-worth grandparents navigate this new "abundance of choice."

n Episode 10 of Retirement Tax Matters we tackle one of the most significant change to legacy planning in decades: the elimination of the Stretch IRA by the SECURE Act. Although this legislation took effect in 2020, its importance may have been easily missed in our fast-moving world, and new retirees are being reminded of its consequences.

In Episode 7 of Retirement Tax Matters we tackle a critical, yet often emotionally challenging, aspect of HNW retirement planning: the significant tax bracket shock a surviving spouse can face. We reveal how a married couple's ~$250,000 taxable income, typically in the 24% bracket, can jump to a 35% bracket for a surviving spouse due to the shift from married filing jointly to individual rates, compounded by growing RMDs and even higher Medicare premiums.