Retirement Accounts
- What to Do With a Maxed-Out 401(k): A Guide for High Earners in Their 40s and 50s
Where high earners save after a maxed-out 401(k): catch-ups, HSAs, backdoor Roths, taxable accounts and California.
- Your 40s Financial Checkup: What to Fix Now So You’re Ready for 50
A checkup for your 40s: savings pace, 2026 limits, the Roth catch-up rule, insurance, college and estate documents.
- Roth vs. Traditional: Choosing the Right Retirement Account for Your Situation
Pay tax now or later: how Roth and traditional accounts compare in 2026, and how California treats each.
- Mega-Backdoor Roth in a Solo 401(k): Step-by-Step Playbook
Filling the 2026 limit with after-tax solo 401(k) money and converting it to Roth, step by step.
Ready for a clearer financial picture?
A complimentary 15-minute call. No pitch, no prep, no pressure. A conversation about where you are and where you want to go.
- A 15-minute conversation.
- An honest answer and a clear next step.
- No preparation. No obligation.