How the 2025 “Big Beautiful Bill” May Affect Your Taxes and Financial Plan
What is the “Big Beautiful Bill”? On July 4, 2025, President Donald Trump signed the One ...
Inheriting an IRA in 2025? What Beneficiaries Should Know
Inheriting an IRA in 2025? What Beneficiaries Should Know If you've recently inherited an ...
Leave a Map and our Estate Planning Checklist
Leave a Map and our Estate Planning Checklist were developed because we see how difficult ...
Gifting to Your Kids – 4 Strategies You might not have Considered
One of the most fulfilling roles as an advisor at Stratos Private Wealth (SPW) is helping ...
Deferred Compensation – Strategies to Help High Earners & Executives Bridge the Gap to Retirement
If you’re a highly compensated employee of a public or private company, you may be able ...
Mega Backdoor Roth 401(k) – Retirement Savings Strategies for High Earners
Retirement savings and devising strategies to help keep taxes lower are oftentimes top ...