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Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit
High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
3 Retirement Planning Mistakes to Avoid for Chevron Professionals
by Alexis Long, MBA, CFP®
January 23, 2025
Understanding Non-Qualified Retirement Plans at BP: ECP & EBP
by John Siegel, CFP®, EA
January 23, 2025
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2025
Common Tax Mistakes High-Income Earners Make That Add Up Over Time
by Leah Cessna, CPA
January 23, 2025
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
January 23, 2025
Self-Employed? How to Choose Between a Solo 401(k) & SEP-IRA Retirement Savings
by Emily Johnson, CPA
January 23, 2025
Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!
by John Siegel, CFP®, EA
January 23, 2025
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
January 18, 2025
Tax-Efficient Retirement Savings Opportunities for BP Employees
by John Siegel, CFP®, EA
January 17, 2025
How to Choose The Best State to Retire In
by John Siegel, CFP®, EA
January 17, 2025

