401k Critical Mistake #1: Are You Hyper-Funding Your 401k with Mega Backdoor Roth?

By David L. Dunn, CPA/PFS, CFP®, CPWA® Are you maxing out your 401k pre-tax contributions, firmly convinced you’ve captured every tax advantage your 401k has to offer? Your 401k may allow contributions far beyond that limit, and a little-known strategy could make every extra dollar grow tax-free. You might be one of the few executives […]

401k Critical Mistake #4: Selling 401k Company Stock? STOP. Consider This Tax Move First

By David L. Dunn, CPA/PFS, CFP®, CPWA® Watch the video below to see what every executive with company stock in a 401k should consider before selling. https://youtu.be/_gMScMFU95s Selling company stock inside a 401k can feel like the responsible move. Reduce concentration risk. Lock in gains. Rebalance the portfolio. For many assets, that logic holds. But […]

The Critical Mistake Executives Make at the Start of a New Year

By David L. Dunn, CPA/PFS, CFP®, CPWA® January has a way of creating urgency without ever asking permission. The calendar resets, expectations rise, and conversations shift quickly from reflection to execution. Many executives feel pressure to move early, decide quickly, and establish momentum before the year fully takes shape. That instinct is understandable. It’s also […]

10 Questions to Ask Your Financial Team

By David L. Dunn, CPA/PFS, CFP®, CPWA® Why Now Is the Right Time to Pause and Prioritize The holidays are near, tax deadlines loom, and inboxes fill up with last-minute reminders. For high-income executives, it’s the perfect moment to step back and ask, “Is everything aligned across my financial life?” This isn’t about scrambling to […]

Turn Your Year-End Giving Into a Tax Strategy That Works for You

By David L. Dunn, CPA/PFS, CFP®, CPWA® A Season for Generosity and Strategy December is the season when generosity meets urgency. Many high-income individuals start to think seriously about giving back, and for good reason. The end of the year brings not only holiday spirit but also a critical window for optimizing charitable contributions from […]

Before you go Signup to our newsletter to get update information, news, insight or promotions.