Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Nadine Thibault, CFP®, BFAAlready maxing out your 401(k)? A Mega Backdoor Roth strategy could help you build more tax-free retirement savings if your employer's plan allows it.
Nadine Thibault, CFP®, BFAThe 2025 One Big Beautiful Bill Act brings key tax and planning changes. Some provisions are now permanent, while others are temporary. Understanding these updates can help optimize deductions and shape a more strategic, personalized financial plan.
Nadine Thibault, CFP®, BFAStarting in 2026, high earners age 50+ must make 401(k) catch-up contributions as Roth. While this means paying taxes now, it allows for tax-free growth and withdrawals later—making it an important shift for retirement planning strategies.
Nadine Thibault, CFP®, BFAStart the year with clarity on your finances. Updated IRS limits for retirement, savings, and estate planning—along with new tax law changes—create opportunities to maximize contributions and optimize your strategy for the year ahead.