High W2 income earns unique complexity and opportunity with investments. Wealth maximization requires planning and strategic investments. High-income people can create long-term legacies through portfolio diversity and tax strategy optimization. Maximize Tax-Advantaged Accounts Making the most of tax-advantaged accounts is one of the first things high-income people should do. Take the advantage of tax deferral through maximum contribution to 401(k)…
Opportunity Zones are one of the most talked-about private equity and real estate investment strategies. Created in 2017 in the Tax Cuts and Jobs Act, Opportunity Zones are designed to spur economic growth in low-income communities while offering investors a huge tax incentive. Whether you are a seasoned investor or a newcomer to the subject, understanding Opportunity Zones can help…