When the Rules Change, Timing Matters More Now
One of the biggest planning shifts we’re seeing right now has nothing to do with market performance—and everything to do with timing.
After a banner year, new rules under the OBBBA have made when you take action just as important as what you do. Income levels, tax thresholds, and planning windows interact differently than they did even a year ago.
This month’s Journal explains why timing has become a critical planning variable, especially following strong returns. The same decision made too early—or too late—can lead to very different outcomes.
Understanding these changes doesn’t mean you need to act immediately. It means you’re better equipped to plan intentionally instead of reactively.
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