Fixing Excess Retirement Account Contributions
By Practice Management Group on Sep 25, 2026
Over the last few months, several of you have asked questions about what happens when a client makes an excess contribution to a retirement account—and, more importantly, how to fix it. Let's start with the basic contribution limits.
Tax Planning: You Don't Have to Be a Tax Expert
By Practice Management Group on Sep 15, 2026
I don’t know about you folks, but I see a crap ton of reels and posts from all sorts of companies and advisors offering “tax planning.” I know many of you joined PMG, at least in part, because you wanted to learn more about tax planning. So let’s talk about what tax planning really me …