EP Wealth Advisors

With new 401(k) contribution limits for 2026, it’s time to update...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

Business owners have until October 1 to set up a new SIMPLE 401(k) plan, allowing employees to make...

An ILIT may help reduce estate taxes, provide liquidity, and support multigenerational wealth...

High-net-worth individuals weighing lump sum or monthly pension options should consider the impact...

Downsizing in retirement isn't just about saving money. Learn how high-net-worth households can...

High-net-worth individuals often need more than standard coverage. Learn insurance strategies for...

Business owners face unique retirement planning challenges. Learn how to manage taxes, income,...

Learn how your state of residence, where your income is earned, and where you hold property can...