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January 17, 2025

In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.

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January 14, 2025

The mega-backdoor Roth is one of the best employee benefits available for high-earning tech professionals planning their financial future. Learn more about how to use the mega-backdoor Roth to save more tax-efficiently and minimize taxes down the road in retirement.

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January 6, 2025

Non-qualified deferred compensation (otherwise referred to as deferred compensation or NQDC in this article) is an employee benefit available for some high-earning tech professionals planning their financial future.

This guide is to help you understand deferred compensation so that you can defer taxes, control income, and grow wealth tax-efficiently.