Insights

August 25, 2026

Strategic Planning Considerations with Roth Accounts

Roth accounts confuse a lot of high earners. Ben Dolan breaks down the 2026 rules, the $150k catch-up requirement, and when to wait and convert.

August 3, 2026

The Four Factors That Drive Retirement Happiness

The data points to important variables beyond wealth.

July 13, 2026

Catch-Up and Super Catch-Up Contributions: What Atrium/Advocate Physicians Should Know for 2026

We walk through how catch-up contributions work, what's new this year, and how to think about the change so physicians in the Atrium/Advocate 401(k) plan can plan accordingly.

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

March 12, 2025

Surprise!

A margin of safety can be helpful when your plan meets reality.

July 26, 2024

IRS Finalizes Required Minimum Distribution Rules for Non-Spouse Beneficiaries

Since its passing at the end of December 2019, the SECURE Act left many non-spouse retirement account beneficiaries in limbo regarding the taking of Required Minimum Distributions.