Roth Conversions: A Smart, Strategic Move for Your Wealth
A well-orchestrated tax strategy is essential to help build and preserve your wealth. Roth conversions are one of the most powerful tools in that arsenal. Let’s explore how converting pre-tax retirement assets into a Roth IRA may unlock long-term tax-free growth, potentially bolster your financial resilience and help set your legacy on solid ground. What…
What the One Big Beautiful Bill Means for You, Your Family and Your Wealth
The passage of the One Big Beautiful Bill Act (OBBB) ushers in sweeping changes to taxes that will frame legacy planning and wealth strategy for years to come. Signed into law on July 4, 2025, the OBBB not only makes permanent many of the provisions of the Tax Cuts and Jobs Act (TCJA) from 2017,…
Barron’s Advisor Q&A With CEO Michelle Knight
In June, Barron’s Advisor published an enlightening Q&A with Michelle Knight, RWA’s CEO and chief economist. In a wide-ranging conversation, she reveals her financial industry origins story, shares her philosophy for helping clients manage their wealth, discusses what it means to be a woman in her role, what she’s seeing in the economy, the plan…
Cash Flow Planning Strategies To Maximize Your Wealth
Consider what living a life aligned with your goals and values might look like. Maybe it’s taking that dream trip to Italy, helping your kids
How To Maximize Your Social Security Benefits as a High-Net-Worth Individual
You spend your entire working life paying into Social Security, so you want to make the most of your benefits when the time comes. You might believe that your extensive portfolio and diverse income sources make these benefits insignificant, or that the complexities and uncertainties surrounding Social Security make it less relevant to you. However,…
Could the Alternative Minimum Tax Come Roaring Back?
As a high-income earner, you may have breathed a sigh of relief when the Tax Cuts and Jobs Act (TCJA) of 2017 reduced the impact of the alternative minimum tax (AMT). However, the AMT will return in full force after 2025, when key TCJA provisions expire. Under the AMT, certain taxpayers must calculate their…
How You Can Benefit From a Comprehensive Approach to Wealth Management
Imagine cashing in your investment earnings only to find you’ve triggered an unexpected tax bill—one you could have mitigated with better planning. Or how about buying a vacation home without realizing how it will affect your plans for early retirement? These examples highlight why effective wealth management doesn’t neatly separate your cash flow from your…