Working With a Tax Professional on Future 401(k) Strategy

For many people, a 401(k) is one of the biggest investments they’ll ever have. But too often, choices about how much to contribute, when to make Roth conversions, or how to withdraw money in retirement are made without considering how taxes will affect them.

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Recent Blog Posts

Hormuz Blockade Hits Home: Memphis Faces Rising Costs

Retirement
April 30, 2026

Eight weeks into the U.S.-Iran conflict, the financial consequences are impossible to ignore. According to a U.S. official, the war has already cost Americans about $25 billion—and it’s still sending reverberations through global energy markets.

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Fed Split and Oil Shock Keep Markets on Edge

Personal Investor
April 29, 2026

Markets were mixed as investors digested a more divided Federal Reserve, rising Treasury yields, and escalating Middle East risks that pushed oil sharply higher.

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Reviewing 401(k) Beneficiary and Withholding Elections After Filing

Retirement
April 29, 2026

For many people, filing a tax return feels like crossing the finish line. Once the return is sent off and the refund or payment is handled, most of us set taxes aside until next year.

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How Your Tax Bracket Can Guide 401(k) Contributions

Retirement
April 29, 2026

Deciding between pre-tax and Roth 401(k) contributions isn’t just about retirement—it’s also about your tax bracket.

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Using Installment Plans While Continuing Minimum 401(k) Savings

Retirement
April 29, 2026

Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

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Setting Up an Annual “Refund Action Plan” in Advance

Retirement
April 29, 2026

A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

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Suite 600
Memphis, TN 38119

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