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Using QCDs to Unlock the New Senior Tax Deduction

Using QCDs to Unlock the New Senior Tax Deduction

by | Jan 23, 2026 | Taxes

The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income...
The Hidden Cost of Taxes

The Hidden Cost of Taxes

by | Dec 30, 2025 | Taxes

Like the tip of an iceberg, expense ratios reveal only the easily visible costs of investing in a mutual fund or ETF. Beneath the surface are hidden costs that can potentially play an even larger role in eroding returns. For taxable investors, one of the most...