Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Family Wealth Unlocked: Two Tax-Advantaged Strategies

POSTED ON March 4th - POSTED IN Tax, 401k, 2024, 529

By William Beynon & John Walker - In my travels, I have yet to meet a person who wishes that their children and grandchildren do worse than they do in life. Universally, I think that all parents want to give their children the best[…]

How Much Do IRAs Really Cost?

POSTED ON June 21st - POSTED IN Tax, IRA Conversions, 401k, retirement

By William Beynon & John Walker - Back in 1974, the ERISA Act established the legal base for the IRAs we all know and love. Just 4 years later, the legislation that created the 401k was born. Since that time, most Americans have[…]