The IRS has announced the 2025 income tax tables and other adjustments for inflation. Plan ahead to lower your 2025 income taxes and lower lifetime taxes through multi-decade tax planning impacting Roth conversion strategies, the sale of major assets, passing down family businesses, or dealing with Required Minimum Distributions.

The IRS has announced the 2026 income tax tables and other adjustments for inflation. Plan ahead to lower your 2026 income taxes and lower lifetime taxes through multi-decade tax planning impacting Roth conversion strategies, the sale of major assets, passing down family businesses, or dealing with Required Minimum Distributions.

The IRS has announced the 2022 income tax tables and other adjustments for inflation. Plan ahead to lower your 2022 income taxes and lower lifetime taxes through multi-decade tax planning impacting Roth conversion strategies, the sale of major assets, passing down family businesses, or dealing with Required Minimum Distributions.

Inflation is an insidious beast, and it’s surprisingly more dangerous than a market crash.

How would a slight increase in expected inflation impact your retirement plans? For the vast majority of my clients, inflation is the single biggest concern when stress testing the analysis and statistical models of their retirement plan.

Are we in store for another painful period like we saw in the 70s (when mortgage rates were in the double digits)? The short answer: highly unlikely. Because other economic factors characterizing the late 70s aren’t present and even the type of inflation is fundamentally different.